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
$126M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$8.72M
2 +$1.21M
3 +$216K
4
BA icon
Boeing
BA
+$186K
5
JPM icon
JPMorgan Chase
JPM
+$77.3K

Top Sells

1 +$8.16M
2 +$738K
3 +$642K
4
CAG icon
Conagra Brands
CAG
+$340K
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