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
126
– –
0
127
$70K 0.05%
+1,000
128
$69K 0.05%
1,053
-14,019
129
$69K 0.05%
620
130
$69K 0.05%
488
+188
131
$64K 0.05%
+1,200
132
$63K 0.05%
2,572
133
$63K 0.05%
627
-9,646
134
$62K 0.05%
1,074
-13,317
135
$62K 0.05%
1,142
136
$60K 0.04%
215
+162
137
$58K 0.04%
+1,051
138
$57K 0.04%
203
-3,047
139
$57K 0.04%
24,751
140
$56K 0.04%
+369
141
$54K 0.04%
595
+95
142
$53K 0.04%
4,100
143
$52K 0.04%
1,919
+122
144
$51K 0.04%
+1,000
145
$51K 0.04%
1,000
146
$50K 0.04%
2,000
147
$49K 0.04%
2,500
148
$48K 0.04%
675
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149
$48K 0.04%
+859
150
$48K 0.04%
1,600
4 5
6
7 8