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
576
$2K ﹤0.01%
29
-316
577
$2K ﹤0.01%
+70
578
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+130
579
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+58
580
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+50
581
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+635
582
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+49
583
$2K ﹤0.01%
100
584
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+75
585
$2K ﹤0.01%
55
-3,591
586
$2K ﹤0.01%
+35
587
$1K ﹤0.01%
+70
588
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+17
589
$1K ﹤0.01%
+21
590
$1K ﹤0.01%
11
-1,880
591
$1K ﹤0.01%
+30
592
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+20
593
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+8
594
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+19
595
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+49
596
$1K ﹤0.01%
+10
597
$1K ﹤0.01%
+33
598
$1K ﹤0.01%
+90
599
$1K ﹤0.01%
+19
600
$1K ﹤0.01%
+10
22 23
24
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