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
551
$2K ﹤0.01%
+30
552
$2K ﹤0.01%
+54
553
$2K ﹤0.01%
50
+1
554
$2K ﹤0.01%
+19
555
$2K ﹤0.01%
+7
556
$2K ﹤0.01%
+30
557
$2K ﹤0.01%
+20
558
$2K ﹤0.01%
32
559
$2K ﹤0.01%
+71
560
$2K ﹤0.01%
+44
561
$2K ﹤0.01%
+50
562
$2K ﹤0.01%
+187
563
$2K ﹤0.01%
+145
564
$2K ﹤0.01%
+108
565
$2K ﹤0.01%
+15
566
$2K ﹤0.01%
+16
567
$2K ﹤0.01%
+30
568
$2K ﹤0.01%
+310
569
$2K ﹤0.01%
+73
570
$2K ﹤0.01%
208
571
$2K ﹤0.01%
+64
572
$2K ﹤0.01%
+60
573
$2K ﹤0.01%
+51
574
$2K ﹤0.01%
+126
575
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