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
426
$4K ﹤0.01%
+51
427
$4K ﹤0.01%
+233
428
$4K ﹤0.01%
+152
429
$4K ﹤0.01%
+57
430
$4K ﹤0.01%
+67
431
$4K ﹤0.01%
+590
432
$4K ﹤0.01%
+74
433
$4K ﹤0.01%
+31
434
$4K ﹤0.01%
50
-27,434
435
$4K ﹤0.01%
+114
436
$4K ﹤0.01%
+46
437
$3K ﹤0.01%
+78
438
$3K ﹤0.01%
+122
439
$3K ﹤0.01%
+67
440
$3K ﹤0.01%
+78
441
$3K ﹤0.01%
+78
442
$3K ﹤0.01%
+65
443
$3K ﹤0.01%
+56
444
$3K ﹤0.01%
+39
445
$3K ﹤0.01%
+74
446
$3K ﹤0.01%
+30
447
$3K ﹤0.01%
+76
448
$3K ﹤0.01%
+95
449
$3K ﹤0.01%
+52
450
$3K ﹤0.01%
+52
16 17
18
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