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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$1.51M
3
+$1.06M
4
COIN icon
Coinbase
COIN
+$952K
5
CRWD icon
CrowdStrike
CRWD
+$425K

Top Sells

1
+$10.4M
2
+$10.4M
3
+$6.96M
4
ASML icon
ASML
ASML
+$3.33M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.76M

Sector Composition

1 Technology 67.39%
2 Consumer Discretionary 12.71%
3 Communication Services 10.33%
4 Healthcare 2.64%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.13%
2,565
+558
27
$393K 0.11%
+1,114
28
$334K 0.1%
+628
29
$325K 0.09%
2,732
-1,800
30
$242K 0.07%
+2,650
31
$222K 0.06%
1,677
-1,000
32
$215K 0.06%
260
-203
33
– –
-1,203
34
– –
-4,802
35
– –
-11,861
36
– –
-6,100
37
– –
-1,346
38
– –
-956
39
– –
-80,405
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