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
551
$2K ﹤0.01%
+23
552
$2K ﹤0.01%
+115
553
$2K ﹤0.01%
+17
554
$2K ﹤0.01%
+50
555
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72
556
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+49
557
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+25
558
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10
559
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+127
560
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+30
561
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50
+1
562
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563
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+187
564
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+145
565
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+108
566
$2K ﹤0.01%
+35
567
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+73
568
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208
569
$2K ﹤0.01%
+64
570
$2K ﹤0.01%
+60
571
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+36
572
$2K ﹤0.01%
+35
573
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+44
574
$2K ﹤0.01%
+50
575
$2K ﹤0.01%
100
21 22
23
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