EWM
Elite Wealth Management Portfolio holdings
AUM
$367M
1-Year Est. Return
26.65%
This Fund
S&P 500
1 Year Est. Return
+26.65%
AUM
$386M
AUM Growth
+$82.4M
(+27%)
Holding
53
Top Buys
| 1 | +$10.5M | |
| 2 | +$10.1M | |
| 3 | +$8.09M | |
| 4 |
SAP
SAP
|
+$6.7M |
| 5 |
Philip Morris
PM
|
+$4.44M |
Top Sells
| 1 | +$17.4M | |
| 2 | +$7.56M | |
| 3 | +$5.1M | |
| 4 |
Celestica
CLS
|
+$2.63M |
| 5 |
Salesforce
CRM
|
+$2.24M |
Sector Composition
| 1 | Technology | 63.74% |
| 2 | Communication Services | 14.99% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Consumer Staples | 3.03% |
| 5 | Financials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
RTX Corp
RTX
$262B
| – | – |
-1,677
|
|
||
52
Exxon Mobil
XOM
$670B
| – | – |
-2,467
|
|
||
|
CRWV
53
CoreWeave Inc
CRWV
$41.2B
| – | – |
-2,597
|
|