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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
$108M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.2M
3
+$1.18M
4
HON icon
Honeywell
HON
+$897K
5
TXN icon
Texas Instruments
TXN
+$880K

Top Sells

1
+$1.34M
2
+$1.22M
3
+$1.22M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.12M
5
XOM icon
Exxon Mobil
XOM
+$989K

Sector Composition

1 Technology 13.41%
2 Financials 7.45%
3 Industrials 7.29%
4 Consumer Staples 5.13%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
292
177
$16K 0.01%
277
-564
178
$15K 0.01%
588
-1,072
179
$15K 0.01%
300
180
$14K 0.01%
900
181
$14K 0.01%
300
182
$14K 0.01%
1,000
183
$13K 0.01%
300
184
$13K 0.01%
889
185
$13K 0.01%
229
-333
186
$13K 0.01%
128
187
$12K 0.01%
240
188
$12K 0.01%
267
189
$12K 0.01%
150
-250
190
$12K 0.01%
347
191
$11K 0.01%
1,750
192
$10K 0.01%
+3,000
193
$9K 0.01%
70
194
$9K 0.01%
216
195
$9K 0.01%
200
196
$9K 0.01%
50
197
$9K 0.01%
250
198
$8K 0.01%
109
-500
199
$8K 0.01%
300
200
$8K 0.01%
200
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8
9 10