EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.19M
3
+$2.88M
4
PM icon
Philip Morris
PM
+$2.78M
5
APA icon
APA Corp
APA
+$2.5M

Top Sells

1
+$2.66M
2
+$1.99M
3
+$1.81M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
ALL icon
Allstate
ALL
+$1.78M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.19%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+760
402
$4K ﹤0.01%
+675
403
$4K ﹤0.01%
78
404
$4K ﹤0.01%
+50
405
$4K ﹤0.01%
499
406
$4K ﹤0.01%
+125
407
$4K ﹤0.01%
+100
408
$4K ﹤0.01%
+126
409
$4K ﹤0.01%
+1
410
$4K ﹤0.01%
+10
411
$4K ﹤0.01%
+45
412
$4K ﹤0.01%
+56
413
$4K ﹤0.01%
+51
414
$4K ﹤0.01%
+71
415
$4K ﹤0.01%
+200
416
$4K ﹤0.01%
+433
417
$4K ﹤0.01%
+46
418
$4K ﹤0.01%
+738
419
$4K ﹤0.01%
+44
420
$4K ﹤0.01%
+485
421
$4K ﹤0.01%
+87
422
$4K ﹤0.01%
+96
423
$4K ﹤0.01%
+55
424
$4K ﹤0.01%
+305
425
$4K ﹤0.01%
+44
15 16
17
18 19