EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
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 17.16%
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
526
$2K ﹤0.01%
+34
527
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+10
528
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+19
529
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+46
530
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+30
531
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+114
532
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+73
533
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+23
534
$2K ﹤0.01%
+524
535
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+115
536
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+46
537
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+40
538
$2K ﹤0.01%
80
539
$2K ﹤0.01%
+17
540
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+50
541
$2K ﹤0.01%
+66
542
$2K ﹤0.01%
4
543
$2K ﹤0.01%
+48
544
$2K ﹤0.01%
+52
545
$2K ﹤0.01%
+50
546
$2K ﹤0.01%
+144
547
$2K ﹤0.01%
72
548
$2K ﹤0.01%
+25
549
$2K ﹤0.01%
10
550
$2K ﹤0.01%
+127
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