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
426
$4K ﹤0.01%
+152
427
$4K ﹤0.01%
+57
428
$4K ﹤0.01%
+67
429
$4K ﹤0.01%
+74
430
$4K ﹤0.01%
+96
431
$4K ﹤0.01%
+31
432
$4K ﹤0.01%
50
-27,434
433
$4K ﹤0.01%
+114
434
$4K ﹤0.01%
+45
435
$4K ﹤0.01%
+46
436
$4K ﹤0.01%
+485
437
$4K ﹤0.01%
+87
438
$4K ﹤0.01%
+590
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