EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
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
526
$2K ﹤0.01%
+46
527
$2K ﹤0.01%
+40
528
$2K ﹤0.01%
80
529
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+30
530
$2K ﹤0.01%
+20
531
$2K ﹤0.01%
+71
532
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+75
533
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29
-316
534
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+70
535
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+50
536
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+32
537
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+8
538
$2K ﹤0.01%
+470
539
$2K ﹤0.01%
+60
540
$2K ﹤0.01%
+26
541
$2K ﹤0.01%
+100
542
$2K ﹤0.01%
+29
543
$2K ﹤0.01%
+144
544
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+69
545
$2K ﹤0.01%
18
-75
546
$2K ﹤0.01%
+24
547
$2K ﹤0.01%
+209
548
$2K ﹤0.01%
+10
549
$2K ﹤0.01%
+19
550
$2K ﹤0.01%
+73
20 21
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