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
451
$3K ﹤0.01%
+253
452
$3K ﹤0.01%
+80
453
$3K ﹤0.01%
+91
454
$3K ﹤0.01%
+110
455
$3K ﹤0.01%
+77
456
$3K ﹤0.01%
+113
457
$3K ﹤0.01%
+24
458
$3K ﹤0.01%
+106
459
$3K ﹤0.01%
100
460
$3K ﹤0.01%
+375
461
$3K ﹤0.01%
+53
462
$3K ﹤0.01%
409
+209
463
$3K ﹤0.01%
+97
464
$3K ﹤0.01%
+78
465
$3K ﹤0.01%
+45
466
$3K ﹤0.01%
+67
467
$3K ﹤0.01%
52
-33,315
468
$3K ﹤0.01%
+43
469
$3K ﹤0.01%
+122
470
$3K ﹤0.01%
+67
471
$3K ﹤0.01%
+41
472
$3K ﹤0.01%
+64
473
$3K ﹤0.01%
+36
474
$3K ﹤0.01%
+82
475
$3K ﹤0.01%
+345
17 18
19
20 21