EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.37%
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
+$1.39M
2
+$286K
3
+$166K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$166K
5
PFE icon
Pfizer
PFE
+$164K

Top Sells

1
+$1.39M
2
+$894K
3
+$664K
4
WFC icon
Wells Fargo
WFC
+$459K
5
HRL icon
Hormel Foods
HRL
+$354K

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%
+122
152
$4K 0.01%
+56
153
$4K 0.01%
+100
154
$4K 0.01%
+235
155
$4K 0.01%
+82
156
$3K ﹤0.01%
+320
157
$3K ﹤0.01%
+14
158
$3K ﹤0.01%
+139
159
$3K ﹤0.01%
+54
160
$3K ﹤0.01%
+79
161
$3K ﹤0.01%
+87
162
$3K ﹤0.01%
+281
163
$3K ﹤0.01%
+117
164
$3K ﹤0.01%
+25
165
$3K ﹤0.01%
+330
166
$3K ﹤0.01%
+82
167
$3K ﹤0.01%
+36
168
$3K ﹤0.01%
+318
169
$3K ﹤0.01%
+77
170
$3K ﹤0.01%
+233
171
$3K ﹤0.01%
+63
172
$2K ﹤0.01%
+34
173
$2K ﹤0.01%
+17
174
$2K ﹤0.01%
+21
175
$2K ﹤0.01%
+42
5 6
7
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