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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
526
$2K ﹤0.01%
+36
527
$2K ﹤0.01%
+35
528
$2K ﹤0.01%
+34
529
$2K ﹤0.01%
+10
530
$2K ﹤0.01%
+19
531
$2K ﹤0.01%
+30
532
$2K ﹤0.01%
+114
533
$2K ﹤0.01%
+73
534
$2K ﹤0.01%
+23
535
$2K ﹤0.01%
+524
536
$2K ﹤0.01%
+115
537
$2K ﹤0.01%
+46
538
$2K ﹤0.01%
+40
539
$2K ﹤0.01%
80
540
$2K ﹤0.01%
+17
541
$2K ﹤0.01%
+50
542
$2K ﹤0.01%
+50
543
$2K ﹤0.01%
+144
544
$2K ﹤0.01%
72
545
$2K ﹤0.01%
+49
546
$2K ﹤0.01%
+25
547
$2K ﹤0.01%
+7
548
$2K ﹤0.01%
+30
549
$2K ﹤0.01%
+20
550
$2K ﹤0.01%
32
20 21
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