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
201
$16K 0.01%
2
-1
202
$15K 0.01%
170
+55
203
$15K 0.01%
8
+4
204
$15K 0.01%
300
205
$15K 0.01%
900
206
$15K 0.01%
300
-40
207
$14K 0.01%
200
-191
208
$14K 0.01%
347
209
$14K 0.01%
889
210
$13K 0.01%
300
211
$13K 0.01%
+121
212
$13K 0.01%
+236
213
$13K 0.01%
+105
214
$12K 0.01%
500
215
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267
216
$12K 0.01%
200
217
$11K 0.01%
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$11K 0.01%
400
-200
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$11K 0.01%
128
-93
220
$11K 0.01%
200
-300
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$10K 0.01%
200
222
$10K 0.01%
1,022
223
$10K 0.01%
100
224
$10K 0.01%
80
-1,900
225
$10K 0.01%
500
+440
7 8
9
10 11