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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
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
601
$1K ﹤0.01%
+58
602
$1K ﹤0.01%
32
603
$1K ﹤0.01%
+70
604
$1K ﹤0.01%
+10
605
$1K ﹤0.01%
+11
606
$1K ﹤0.01%
17
+15
607
$1K ﹤0.01%
+29
608
$1K ﹤0.01%
+61
609
$1K ﹤0.01%
+38
610
$1K ﹤0.01%
1
-1
611
$1K ﹤0.01%
+51
612
$1K ﹤0.01%
+82
613
$1K ﹤0.01%
+22
614
$1K ﹤0.01%
29
615
$1K ﹤0.01%
+34
616
$1K ﹤0.01%
+42
617
$1K ﹤0.01%
+29
618
$1K ﹤0.01%
+9
619
$1K ﹤0.01%
+51
620
$1K ﹤0.01%
+15
621
$1K ﹤0.01%
+20
622
$1K ﹤0.01%
+33
623
$1K ﹤0.01%
+34
624
$1K ﹤0.01%
+33
625
$1K ﹤0.01%
+27
23 24
25
26 27