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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.19M
3
+$2.88M
4
PM icon
Philip Morris
PM
+$2.78M
5
APA icon
APA Corp
APA
+$2.5M

Top Sells

1
+$2.66M
2
+$1.99M
3
+$1.81M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
ALL icon
Allstate
ALL
+$1.78M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.19%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-3,330
727
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-300
728
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0
729
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0
730
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0
731
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0
732
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-7,067
733
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-155
734
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-1,482
735
$0 ﹤0.01%
+80
736
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0
737
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-32
738
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-261
739
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-5,512
740
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-47
741
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0
742
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0
743
– –
0
744
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0
745
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0
746
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0
747
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-1,156
748
– –
0
749
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0
750
– –
-5,600
28 29
30
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