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
176
$15K 0.02%
+300
177
$15K 0.02%
+588
178
$14K 0.02%
+375
179
$14K 0.02%
+200
180
$13K 0.02%
+111
181
$13K 0.02%
+200
182
$13K 0.02%
+276
183
$12K 0.02%
+300
184
$12K 0.02%
+267
185
$12K 0.02%
+347
186
$12K 0.02%
+200
187
$11K 0.02%
+195
188
$11K 0.02%
+3,000
189
$9K 0.01%
+870
190
$9K 0.01%
+332
191
$9K 0.01%
+175
192
$9K 0.01%
+155
193
$8K 0.01%
+216
194
$8K 0.01%
+200
195
$8K 0.01%
+72
196
$8K 0.01%
+200
197
$7K 0.01%
+100
198
$7K 0.01%
+108
199
$7K 0.01%
+200
200
$7K 0.01%
+990
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