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
51
$435K 0.32%
16,579
-20,478
52
$399K 0.29%
4,459
+714
53
$396K 0.29%
6,412
+1,029
54
$391K 0.29%
+1,980
55
$342K 0.25%
+46,100
56
$337K 0.25%
30,000
57
$337K 0.25%
+8,866
58
$325K 0.24%
+5,160
59
$316K 0.23%
35,000
60
$305K 0.22%
7,980
+350
61
$298K 0.22%
+15,536
62
$291K 0.21%
+250
63
$286K 0.21%
+8,016
64
$262K 0.19%
5,337
+435
65
$250K 0.18%
+1,842
66
$247K 0.18%
3,689
-6,005
67
$246K 0.18%
+19,700
68
$231K 0.17%
4,144
-220
69
$231K 0.17%
14,087
70
$226K 0.17%
5,683
+83
71
$225K 0.16%
2,318
-8,250
72
$218K 0.16%
5,672
-120
73
$216K 0.16%
+6,806
74
$213K 0.16%
+3,131
75
$204K 0.15%
5,304
-363
1 2
3
4 5