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
$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
201
$30K 0.02%
+1,886
202
$30K 0.02%
1,200
203
$29K 0.02%
400
+300
204
$29K 0.02%
314
205
$29K 0.02%
+778
206
$29K 0.02%
500
+300
207
$28K 0.02%
1,166
-264
208
$28K 0.02%
800
+300
209
$28K 0.02%
1,121
210
$27K 0.02%
390
211
$27K 0.02%
2,400
212
$27K 0.02%
391
-1,736
213
$27K 0.02%
236
-47
214
$27K 0.02%
+1,250
215
$27K 0.02%
200
+100
216
$27K 0.02%
338
+38
217
$26K 0.02%
500
218
$26K 0.02%
696
219
$25K 0.02%
566
220
$25K 0.02%
+1,457
221
$25K 0.02%
+2,050
222
$25K 0.02%
600
+100
223
$25K 0.02%
+400
224
$24K 0.02%
+2,100
225
$24K 0.02%
230
+28
7 8
9
10 11