EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
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 17.16%
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
451
$3K ﹤0.01%
+65
452
$3K ﹤0.01%
+56
453
$3K ﹤0.01%
+82
454
$3K ﹤0.01%
+345
455
$3K ﹤0.01%
+38
456
$3K ﹤0.01%
+97
457
$3K ﹤0.01%
+106
458
$3K ﹤0.01%
+76
459
$3K ﹤0.01%
+2
460
$3K ﹤0.01%
+100
461
$3K ﹤0.01%
60
462
$3K ﹤0.01%
+33
463
$3K ﹤0.01%
+44
464
$3K ﹤0.01%
+253
465
$3K ﹤0.01%
+30
466
$3K ﹤0.01%
+76
467
$3K ﹤0.01%
+51
468
$3K ﹤0.01%
+39
469
$3K ﹤0.01%
+37
470
$3K ﹤0.01%
+80
471
$3K ﹤0.01%
+91
472
$3K ﹤0.01%
+47
473
$3K ﹤0.01%
+88
474
$3K ﹤0.01%
+213
475
$3K ﹤0.01%
+110
17 18
19
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