EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.14M
3
+$228K
4
BA icon
Boeing
BA
+$176K
5
JPM icon
JPMorgan Chase
JPM
+$77.8K

Top Sells

1
+$7.97M
2
+$738K
3
+$642K
4
CAG icon
Conagra Brands
CAG
+$366K
5
MO icon
Altria Group
MO
+$221K

Sector Composition

1 Technology 33.75%
2 Communication Services 17.99%
3 Consumer Discretionary 13.86%
4 Financials 6.53%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,892
52
– –
-2,433
53
– –
-6,570
1 2
3