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
101
$68K 0.1%
+608
102
$67K 0.1%
+587
103
$66K 0.1%
+1,444
104
$64K 0.09%
+6,509
105
$62K 0.09%
+980
106
$61K 0.09%
+550
107
$60K 0.09%
+4,100
108
$59K 0.09%
+1,150
109
$57K 0.08%
+2,301
110
$57K 0.08%
+340
111
$56K 0.08%
+1,961
112
$54K 0.08%
+5,600
113
$51K 0.08%
+1,153
114
$49K 0.07%
+410
115
$48K 0.07%
+1,950
116
$47K 0.07%
+4,800
117
$47K 0.07%
+1,827
118
$47K 0.07%
+650
119
$44K 0.07%
+609
120
$43K 0.06%
+500
121
$43K 0.06%
+1,600
122
$41K 0.06%
+3,000
123
$40K 0.06%
+800
124
$40K 0.06%
+1,920
125
$40K 0.06%
+500
3 4
5
6 7