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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
501
$2K ﹤0.01%
1
502
$2K ﹤0.01%
+50
503
$2K ﹤0.01%
+48
504
$2K ﹤0.01%
+52
505
$2K ﹤0.01%
+75
506
$2K ﹤0.01%
55
-3,591
507
$2K ﹤0.01%
+32
508
$2K ﹤0.01%
+60
509
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+26
510
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+154
511
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+20
512
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+75
513
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+100
514
$2K ﹤0.01%
+36
515
$2K ﹤0.01%
+29
516
$2K ﹤0.01%
+36
517
$2K ﹤0.01%
+146
518
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519
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29
520
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521
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50
-107
522
$2K ﹤0.01%
+208
523
$2K ﹤0.01%
18
-75
524
$2K ﹤0.01%
+24
525
$2K ﹤0.01%
+209
19 20
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