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
$99M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.3M
3
+$6.75M
4
AAPL icon
Apple
AAPL
+$5.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.04%
2 Communication Services 14.32%
3 Consumer Discretionary 11.19%
4 Consumer Staples 6.13%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 0.84%
+5,665
27
$952K 0.8%
+5,622
28
$949K 0.8%
+14,987
29
$906K 0.76%
+17,199
30
$897K 0.76%
+4,674
31
$868K 0.73%
+17,900
32
$808K 0.68%
+7,795
33
$780K 0.66%
+3,961
34
$774K 0.65%
+26,049
35
$731K 0.62%
+6,663
36
$698K 0.59%
+8,225
37
$692K 0.58%
+5,557
38
$687K 0.58%
+2,752
39
$680K 0.57%
+4,445
40
$676K 0.57%
+4,049
41
$635K 0.53%
+12,414
42
$628K 0.53%
+7,601
43
$522K 0.44%
+3,000
44
$345K 0.29%
+2,191
45
$343K 0.29%
+4,100
46
$341K 0.29%
+1,457,719
47
$310K 0.26%
+2,476
48
$292K 0.25%
+6,179
49
$291K 0.25%
+4,480
50
$282K 0.24%
+4,918
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