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
$67.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.83M
3
+$4.64M
4
MSFT icon
Microsoft
MSFT
+$4.21M
5
AAPL icon
Apple
AAPL
+$3.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.18%
2 Consumer Discretionary 8.79%
3 Healthcare 6.71%
4 Consumer Staples 6.24%
5 Financials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85K 0.13%
+2,500
77
$84K 0.12%
+1,740
78
$84K 0.12%
+1,012
79
$83K 0.12%
+887
80
$83K 0.12%
+1,346
81
$81K 0.12%
+685
82
$80K 0.12%
+189
83
$80K 0.12%
+1,674
84
$80K 0.12%
+1,400
85
$80K 0.12%
+2,002
86
$79K 0.12%
+800
87
$78K 0.12%
+1,268
88
$78K 0.12%
+1,332
89
$77K 0.11%
+5,661
90
$77K 0.11%
+5,800
91
$77K 0.11%
+2,556
92
$76K 0.11%
+1,506
93
$76K 0.11%
+1,540
94
$74K 0.11%
+2,099
95
$74K 0.11%
+2,191
96
$73K 0.11%
+945
97
$72K 0.11%
+2,708
98
$72K 0.11%
+6,056
99
$71K 0.1%
+2,000
100
$70K 0.1%
+934
2 3
4
5 6