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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$151K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$1.35M
3
+$292K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$188K
5
PFE icon
Pfizer
PFE
+$171K

Top Sells

1
+$1.42M
2
+$876K
3
+$622K
4
WFC icon
Wells Fargo
WFC
+$498K
5
HRL icon
Hormel Foods
HRL
+$347K

Sector Composition

1 Technology 18.03%
2 Consumer Staples 12.91%
3 Financials 6.82%
4 Consumer Discretionary 6.73%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K 0.01%
+41
152
$4K 0.01%
+74
153
$4K 0.01%
+82
154
$4K 0.01%
+78
155
$4K 0.01%
+164
156
$3K 0.01%
+117
157
$3K 0.01%
+25
158
$3K 0.01%
+36
159
$3K 0.01%
+320
160
$3K 0.01%
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161
$3K 0.01%
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162
$3K 0.01%
+318
163
$3K 0.01%
+77
164
$3K 0.01%
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165
$3K 0.01%
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166
$3K 0.01%
+54
167
$3K 0.01%
+79
168
$3K 0.01%
+87
169
$3K 0.01%
+281
170
$3K 0.01%
+82
171
$3K 0.01%
+330
172
$2K ﹤0.01%
+130
173
$2K ﹤0.01%
+50
174
$2K ﹤0.01%
+25
175
$2K ﹤0.01%
+34
5 6
7
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