EPW
Elevated Private Wealth Portfolio holdings
AUM
$96.1M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$96.1M
AUM Growth
–
Holding
80
Top Buys
| 1 | +$8.4M | |
| 2 | +$3.36M | |
| 3 | +$3.02M | |
| 4 |
Microsoft
MSFT
|
+$2.54M |
| 5 |
Amazon
AMZN
|
+$2.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 37.1% |
| 2 | Consumer Discretionary | 12.41% |
| 3 | Healthcare | 10.97% |
| 4 | Communication Services | 9.94% |
| 5 | Financials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Netflix
NFLX
$349B
| $256K | 0.27% |
+2,730
|
|
||
77
iShares MSCI World ETF
URTH
$6.96B
| $252K | 0.26% |
+1,358
|
|
||
78
Mercado Libre
MELI
$89.6B
| $214K | 0.22% |
+106
|
|
||
79
Check Point Software Technologies
CHKP
$16.4B
| $205K | 0.21% |
+1,106
|
|
||
80
Chipotle Mexican Grill
CMG
$48.8B
| $199K | 0.21% |
+5,376
|
|