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
$60.3M
AUM Growth
-$151K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$286K
3
+$166K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$166K
5
PFE icon
Pfizer
PFE
+$164K

Top Sells

1
+$1.39M
2
+$894K
3
+$664K
4
WFC icon
Wells Fargo
WFC
+$459K
5
HRL icon
Hormel Foods
HRL
+$354K

Sector Composition

1 Technology 18.04%
2 Consumer Staples 12.91%
3 Financials 6.82%
4 Consumer Discretionary 6.73%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.04%
+1,050
77
$23K 0.04%
+1,964
78
$23K 0.04%
+346
79
$23K 0.04%
18,750
80
$21K 0.03%
+1,250
81
$19K 0.03%
+185
82
$19K 0.03%
+549
83
$18K 0.03%
+183
84
$17K 0.03%
+1,700
85
$16K 0.03%
+227
86
$16K 0.03%
+186
87
$14K 0.02%
+2,843
88
$14K 0.02%
+157
89
$14K 0.02%
+94
90
$14K 0.02%
+11
91
$13K 0.02%
+296
92
$13K 0.02%
+109
93
$13K 0.02%
+338
94
$13K 0.02%
+382
95
$12K 0.02%
+105
96
$12K 0.02%
+445
97
$12K 0.02%
+300
98
$11K 0.02%
+3,746
99
$11K 0.02%
+70
100
$11K 0.02%
+256
2 3
4
5 6