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
$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
426
$4K ﹤0.01%
+233
427
$4K ﹤0.01%
+126
428
$4K ﹤0.01%
+1
429
$4K ﹤0.01%
+10
430
$4K ﹤0.01%
+100
431
$4K ﹤0.01%
+152
432
$4K ﹤0.01%
+57
433
$4K ﹤0.01%
+67
434
$4K ﹤0.01%
+590
435
$4K ﹤0.01%
+31
436
$4K ﹤0.01%
+114
437
$3K ﹤0.01%
+91
438
$3K ﹤0.01%
+47
439
$3K ﹤0.01%
+78
440
$3K ﹤0.01%
+45
441
$3K ﹤0.01%
+67
442
$3K ﹤0.01%
52
-33,315
443
$3K ﹤0.01%
+43
444
$3K ﹤0.01%
+122
445
$3K ﹤0.01%
+67
446
$3K ﹤0.01%
+78
447
$3K ﹤0.01%
+240
448
$3K ﹤0.01%
53
449
$3K ﹤0.01%
+42
450
$3K ﹤0.01%
+41
16 17
18
19 20