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
126
$40K 0.06%
+613
127
$40K 0.06%
+1,600
128
$39K 0.06%
+938
129
$38K 0.06%
+368
130
$37K 0.05%
+906
131
$37K 0.05%
+800
132
$36K 0.05%
+500
133
$36K 0.05%
+10,000
134
$36K 0.05%
+652
135
$34K 0.05%
+400
136
$33K 0.05%
+359
137
$33K 0.05%
+463
138
$32K 0.05%
+300
139
$31K 0.05%
+1,058
140
$31K 0.05%
+3
141
$30K 0.04%
+1,200
142
$29K 0.04%
+570
143
$29K 0.04%
+314
144
$28K 0.04%
+500
145
$28K 0.04%
+1,515
146
– –
0
147
$28K 0.04%
+1,121
148
$27K 0.04%
+1,000
149
$24K 0.04%
+500
150
$24K 0.04%
+390
4 5
6
7 8