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
$67.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.8M
3
+$4.64M
4
MSFT icon
Microsoft
MSFT
+$4.44M
5
AAPL icon
Apple
AAPL
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.18%
2 Consumer Discretionary 8.79%
3 Healthcare 6.71%
4 Consumer Staples 6.24%
5 Financials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K 0.22%
+1,508
52
$149K 0.22%
+13,470
53
$148K 0.22%
+3,608
54
$147K 0.22%
+3,461
55
$142K 0.21%
+6,534
56
$141K 0.21%
+2,579
57
$140K 0.21%
+1,812
58
$140K 0.21%
+2,391
59
$139K 0.2%
+2,635
60
$136K 0.2%
+600
61
$123K 0.18%
+1,360
62
$121K 0.18%
+2,000
63
$119K 0.18%
+1,729
64
$116K 0.17%
+1,892
65
$116K 0.17%
+14,087
66
$108K 0.16%
+3,708
67
$108K 0.16%
+6,940
68
$101K 0.15%
+10,054
69
$100K 0.15%
+8,500
70
$98K 0.14%
+1,551
71
$96K 0.14%
+2,401
72
$94K 0.14%
+1,824
73
$92K 0.14%
+1,892
74
$90K 0.13%
+2,000
75
$88K 0.13%
+1,216
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3
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