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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
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.19M
3
+$2.88M
4
PM icon
Philip Morris
PM
+$2.78M
5
APA icon
APA Corp
APA
+$2.5M

Top Sells

1
+$2.66M
2
+$1.99M
3
+$1.81M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
ALL icon
Allstate
ALL
+$1.78M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.19%
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%
+213
477
$3K ﹤0.01%
+110
478
$3K ﹤0.01%
+77
479
$3K ﹤0.01%
+113
480
$3K ﹤0.01%
+24
481
$3K ﹤0.01%
+95
482
$3K ﹤0.01%
+52
483
$3K ﹤0.01%
+106
484
$3K ﹤0.01%
100
485
$3K ﹤0.01%
+375
486
$3K ﹤0.01%
+53
487
$3K ﹤0.01%
+52
488
$3K ﹤0.01%
+76
489
$3K ﹤0.01%
+69
490
$3K ﹤0.01%
409
+209
491
$3K ﹤0.01%
+97
492
$3K ﹤0.01%
+255
493
$3K ﹤0.01%
+50
494
$3K ﹤0.01%
14
-532
495
$3K ﹤0.01%
+118
496
$3K ﹤0.01%
+719
497
$2K ﹤0.01%
+8
498
$2K ﹤0.01%
+470
499
$2K ﹤0.01%
+40
500
$2K ﹤0.01%
+66
18 19
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