EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
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
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