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
$184M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.43M
3
+$438K
4
TSLA icon
Tesla
TSLA
+$201K
5
XOM icon
Exxon Mobil
XOM
+$41.4K

Top Sells

1
+$3.2M
2
+$1.27M
3
+$1.18M
4
ASML icon
ASML
ASML
+$628K
5
MA icon
Mastercard
MA
+$605K

Sector Composition

1 Technology 65.82%
2 Consumer Discretionary 8.96%
3 Communication Services 6.85%
4 Financials 3.83%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,545
52
– –
-9,866
53
– –
-20,720
54
– –
-1,172
1 2
3