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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
626
$1K ﹤0.01%
+19
627
$1K ﹤0.01%
+132
628
$1K ﹤0.01%
+48
629
$1K ﹤0.01%
+50
630
$1K ﹤0.01%
+17
631
$1K ﹤0.01%
+43
632
$1K ﹤0.01%
+16
633
$1K ﹤0.01%
+25
634
$1K ﹤0.01%
+31
635
$1K ﹤0.01%
+60
636
$1K ﹤0.01%
+9
637
$1K ﹤0.01%
+22
638
$1K ﹤0.01%
+38
639
$1K ﹤0.01%
+19
640
$1K ﹤0.01%
+10
641
$1K ﹤0.01%
+79
642
$1K ﹤0.01%
+21
643
$1K ﹤0.01%
+32
644
$1K ﹤0.01%
+202
645
$1K ﹤0.01%
+60
646
$1K ﹤0.01%
+25
647
$1K ﹤0.01%
+18
648
$1K ﹤0.01%
+12
649
$1K ﹤0.01%
+21
650
$1K ﹤0.01%
+100
24 25
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