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
$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 18.04%
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
176
$2K ﹤0.01%
+34
177
$2K ﹤0.01%
+21
178
$2K ﹤0.01%
+42
179
$2K ﹤0.01%
+31
180
$2K ﹤0.01%
+61
181
$2K ﹤0.01%
+130
182
$2K ﹤0.01%
+50
183
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+25
184
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185
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+124
186
$2K ﹤0.01%
+50
187
$2K ﹤0.01%
+304
188
$1K ﹤0.01%
+100
189
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190
$1K ﹤0.01%
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191
$1K ﹤0.01%
+39
192
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$1K ﹤0.01%
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+1,240
195
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+19
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198
$1K ﹤0.01%
+74
199
$1K ﹤0.01%
+87
200
$1K ﹤0.01%
+30
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