EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.03%
+590
177
$39K 0.03%
334
+48
178
$39K 0.03%
1,600
179
$38K 0.03%
+1,195
180
$38K 0.03%
552
181
$37K 0.03%
14,400
182
$37K 0.03%
2,146
+631
183
$37K 0.03%
613
184
$37K 0.03%
800
185
$37K 0.03%
1,250
+250
186
$36K 0.03%
+876
187
$35K 0.03%
1,082
+1,006
188
$35K 0.03%
500
189
$35K 0.03%
+2,000
190
$34K 0.02%
560
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191
$34K 0.02%
+524
192
$34K 0.02%
957
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193
$33K 0.02%
581
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194
$32K 0.02%
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195
$32K 0.02%
700
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196
$32K 0.02%
418
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197
$31K 0.02%
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198
$31K 0.02%
3
199
$31K 0.02%
1,000
200
$30K 0.02%
+2,574
6 7
8
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