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
576
$2K ﹤0.01%
+46
577
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+15
578
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+16
579
$2K ﹤0.01%
+30
580
$2K ﹤0.01%
+310
581
$2K ﹤0.01%
+126
582
– –
-3
583
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585
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+30
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587
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588
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+38
590
$1K ﹤0.01%
1
-1
591
$1K ﹤0.01%
+82
592
$1K ﹤0.01%
+22
593
$1K ﹤0.01%
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594
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595
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29
596
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597
$1K ﹤0.01%
+111
598
$1K ﹤0.01%
+70
599
$1K ﹤0.01%
+9
600
$1K ﹤0.01%
+15
22 23
24
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