EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.37%
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
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
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%
+56
402
$4K ﹤0.01%
+51
403
$4K ﹤0.01%
+71
404
$4K ﹤0.01%
+200
405
$4K ﹤0.01%
+433
406
$4K ﹤0.01%
+46
407
$4K ﹤0.01%
+738
408
$4K ﹤0.01%
+44
409
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+116
410
$4K ﹤0.01%
+760
411
$4K ﹤0.01%
+675
412
$4K ﹤0.01%
78
413
$4K ﹤0.01%
+50
414
$4K ﹤0.01%
+55
415
$4K ﹤0.01%
+305
416
$4K ﹤0.01%
+44
417
$4K ﹤0.01%
499
418
$4K ﹤0.01%
+250
419
$4K ﹤0.01%
+125
420
$4K ﹤0.01%
+51
421
$4K ﹤0.01%
+233
422
$4K ﹤0.01%
+126
423
$4K ﹤0.01%
+1
424
$4K ﹤0.01%
+10
425
$4K ﹤0.01%
+100
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