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
$60.3M
AUM Growth
-$151K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$286K
3
+$166K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$166K
5
PFE icon
Pfizer
PFE
+$164K

Top Sells

1
+$1.39M
2
+$894K
3
+$664K
4
WFC icon
Wells Fargo
WFC
+$459K
5
HRL icon
Hormel Foods
HRL
+$354K

Sector Composition

1 Technology 18.04%
2 Consumer Staples 12.91%
3 Financials 6.82%
4 Consumer Discretionary 6.73%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71K 0.12%
+1,204
52
$66K 0.11%
+820
53
$60K 0.1%
+1,215
54
$54K 0.09%
+1,772
55
$52K 0.08%
+529
56
$51K 0.08%
+545
57
$50K 0.08%
+1,600
58
$47K 0.08%
+1,597
59
$46K 0.08%
+816
60
$42K 0.07%
+405
61
$42K 0.07%
+400
62
$42K 0.07%
+812
63
$41K 0.07%
+460
64
$39K 0.06%
+2,400
65
$39K 0.06%
+500
66
$36K 0.06%
+1,500
67
$35K 0.06%
+523
68
$34K 0.06%
+1,381
69
$34K 0.06%
772
-10,413
70
$33K 0.05%
494,953
+451,913
71
$31K 0.05%
+2,310
72
$28K 0.05%
+9,540
73
$28K 0.05%
+1,201
74
$26K 0.04%
+200
75
$25K 0.04%
+453
1 2
3
4 5