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
$123M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.52M
3
+$1.45M
4
UNH icon
UnitedHealth
UNH
+$1.4M
5
BAX icon
Baxter International
BAX
+$1.34M

Top Sells

1
+$3.01M
2
+$2.6M
3
+$2.53M
4
APA icon
APA Corp
APA
+$2.39M
5
DIS icon
Walt Disney
DIS
+$2.02M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.08%
3 Financials 8.2%
4 Healthcare 6.87%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.02%
+502
177
$22K 0.02%
500
-100
178
$22K 0.02%
117
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179
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180
$21K 0.02%
280
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181
$21K 0.02%
368
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183
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800
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300
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188
$19K 0.02%
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800
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190
$19K 0.02%
750
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$19K 0.02%
142
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192
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193
$18K 0.01%
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200
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196
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197
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198
$16K 0.01%
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199
$16K 0.01%
200
200
$16K 0.01%
375
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