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
$104M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$11.6M
3 +$348K
4
UNH icon
UnitedHealth
UNH
+$240K
5
META icon
Meta Platforms (Facebook)
META
+$224K

Top Sells

1 +$757K
2 +$515K
3 +$377K
4
AMGN icon
Amgen
AMGN
+$338K
5
RTN
Raytheon Company
RTN
+$275K

Sector Composition

1 Technology 32.41%
2 Consumer Discretionary 9.13%
3 Communication Services 5%
4 Consumer Staples 4.59%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$105K 0.06%
11,458
+139
27
-14,000
28
-1,400