EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Quarter Est. Return
1 Year Est. Return
+40.37%
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
+$11.2M
2
+$7.8M
3
+$4.64M
4
MSFT icon
Microsoft
MSFT
+$4.44M
5
AAPL icon
Apple
AAPL
+$3.04M

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
$24K 0.04%
+390
152
$23K 0.03%
+424
153
$23K 0.03%
+566
154
$23K 0.03%
+411
155
$23K 0.03%
+300
156
$23K 0.03%
+84
157
$22K 0.03%
+1,400
158
$22K 0.03%
+2,000
159
$22K 0.03%
+678
160
$21K 0.03%
+202
161
$21K 0.03%
+850
162
$21K 0.03%
+234
163
$20K 0.03%
+28,800
164
$20K 0.03%
+520
165
$20K 0.03%
+1,000
166
$20K 0.03%
+1,700
167
$20K 0.03%
+800
168
$20K 0.03%
+1,000
169
$20K 0.03%
+800
170
$19K 0.03%
+123
171
$19K 0.03%
+515
172
$16K 0.02%
+578
173
$16K 0.02%
+200
174
$16K 0.02%
+885
175
$16K 0.02%
+445
5 6
7
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