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
$258M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.11M
3
+$2.34M
4
DASH icon
DoorDash
DASH
+$1.05M
5
XYZ
Block Inc
XYZ
+$447K

Top Sells

1
+$11.7M
2
+$1.68M
3
+$1.66M
4
AAPL icon
Apple
AAPL
+$1.33M
5
AMZN icon
Amazon
AMZN
+$1.04M

Sector Composition

1 Technology 57.04%
2 Consumer Discretionary 10.77%
3 Communication Services 9.63%
4 Financials 5.31%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.62%
8,520
-172
27
$1.47M 0.57%
7,306
+761
28
$1.21M 0.47%
7,834
-495
29
$1.01M 0.39%
16,453
-701
30
$810K 0.31%
22,888
+6,829
31
$734K 0.28%
11,832
-1,455
32
$726K 0.28%
6,388
-252
33
$690K 0.27%
3,068
34
$689K 0.27%
22,747
-626
35
$612K 0.24%
3,790
+2,062
36
$592K 0.23%
6,342
-836
37
$568K 0.22%
3,727
-271
38
$524K 0.2%
1,488
+150
39
$477K 0.18%
1,151
-18
40
$437K 0.17%
3,727
41
$382K 0.15%
10,622
-521
42
$378K 0.15%
666
+17
43
$351K 0.14%
4,078
44
$333K 0.13%
2,565
-1,515
45
$330K 0.13%
+5,583
46
$311K 0.12%
5,160
+150
47
$303K 0.12%
1,172
-32
48
$301K 0.12%
7,047
+827
49
$288K 0.11%
314
50
$288K 0.11%
2,090
-640
1
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