EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.37%
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
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+52
477
$3K ﹤0.01%
+106
478
$3K ﹤0.01%
100
479
$3K ﹤0.01%
+375
480
$3K ﹤0.01%
+53
481
$3K ﹤0.01%
+52
482
$3K ﹤0.01%
+76
483
$3K ﹤0.01%
+69
484
$3K ﹤0.01%
409
+209
485
$3K ﹤0.01%
+97
486
$3K ﹤0.01%
+255
487
$3K ﹤0.01%
+50
488
$3K ﹤0.01%
14
-532
489
$3K ﹤0.01%
+118
490
$3K ﹤0.01%
+719
491
$3K ﹤0.01%
+106
492
$3K ﹤0.01%
60
493
$3K ﹤0.01%
+51
494
$3K ﹤0.01%
+39
495
$3K ﹤0.01%
+37
496
$3K ﹤0.01%
+30
497
$3K ﹤0.01%
+76
498
$3K ﹤0.01%
+47
499
$2K ﹤0.01%
+54
500
$2K ﹤0.01%
+32
18 19
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