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
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$97K 0.07%
10,054
102
$96K 0.07%
3,663
-32,577
103
$95K 0.07%
4,254
+1,011
104
$95K 0.07%
1,632
+1,086
105
$95K 0.07%
1,858
+68
106
$91K 0.07%
800
107
$91K 0.07%
1,872
-17,801
108
$91K 0.07%
8,500
109
$90K 0.07%
768
+29
110
$89K 0.07%
7,692
111
$85K 0.06%
2,500
112
$84K 0.06%
1,556
+571
113
$81K 0.06%
1,205
+1
114
$79K 0.06%
2,091
+1,591
115
$79K 0.06%
2,813
116
$78K 0.06%
1,592
-16,525
117
$77K 0.06%
2,000
118
$77K 0.06%
1,088
-928
119
$76K 0.06%
18,750
120
$75K 0.05%
1,303
-589
121
$74K 0.05%
3,500
122
$73K 0.05%
854
123
$71K 0.05%
2,225
+38
124
$71K 0.05%
5,800
125
$71K 0.05%
+1,000
3 4
5
6 7