We are live on ! Find out more
EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.64M
3
+$2.36M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.05M
5
NOV icon
NOV
NOV
+$1.84M

Top Sells

1
+$4.41M
2
+$985K
3
+$927K
4
PX
Praxair Inc
PX
+$872K
5
RTN
Raytheon Company
RTN
+$865K

Sector Composition

1 Technology 21.08%
2 Consumer Staples 9.75%
3 Consumer Discretionary 6.78%
4 Healthcare 5.97%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
+2
402
– –
0
403
– –
-13,084
404
– –
-7,575
405
– –
0
406
– –
-800
407
$0 ﹤0.01%
30
408
$0 ﹤0.01%
9
409
– –
-4,500
410
$0 ﹤0.01%
46
+26
411
– –
0
412
$0 ﹤0.01%
20
+19
413
– –
-18,878
414
– –
-127
415
– –
0
13 14 15 16
17