EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.37%
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 17.14%
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
576
$2K ﹤0.01%
100
577
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+100
578
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+46
579
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+15
580
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581
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+30
582
$2K ﹤0.01%
+310
583
$2K ﹤0.01%
+126
584
– –
-3
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+130
586
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+58
587
$1K ﹤0.01%
+17
588
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11
-1,880
590
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+30
591
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+20
592
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+8
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594
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595
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+10
596
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+33
597
$1K ﹤0.01%
+90
598
$1K ﹤0.01%
+58
599
$1K ﹤0.01%
32
600
$1K ﹤0.01%
+70
22 23
24
25 26