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
151
$23K 0.03%
+566
152
$23K 0.03%
+411
153
$23K 0.03%
+300
154
$23K 0.03%
+84
155
$23K 0.03%
+424
156
$22K 0.03%
+2,000
157
$22K 0.03%
+678
158
$22K 0.03%
+1,400
159
$21K 0.03%
+202
160
$21K 0.03%
+850
161
$21K 0.03%
+234
162
$20K 0.03%
+520
163
$20K 0.03%
+28,800
164
$20K 0.03%
+800
165
$20K 0.03%
+800
166
$20K 0.03%
+1,000
167
$20K 0.03%
+1,700
168
$20K 0.03%
+1,000
169
$19K 0.03%
+123
170
$19K 0.03%
+515
171
$16K 0.02%
+200
172
$16K 0.02%
+885
173
$16K 0.02%
+578
174
$16K 0.02%
+800
175
$16K 0.02%
+445
5 6
7
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