EWM

Elevatus Welath Management Portfolio holdings

AUM $300M
1-Year Est. Return 40.03%
This Quarter Est. Return
1 Year Est. Return
+40.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$7.42M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
BABA icon
Alibaba
BABA
+$6.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20%
2 Consumer Discretionary 14.85%
3 Healthcare 7.86%
4 Industrials 7.65%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.75%
+22,528
27
$2.42M 1.68%
+21,239
28
$2.41M 1.67%
+16,170
29
$1.89M 1.31%
+17,257
30
$804K 0.56%
+6,720
31
$778K 0.54%
+3,655
32
$693K 0.48%
+6,463
33
$582K 0.4%
+1,115
34
$543K 0.38%
+6,260
35
$530K 0.37%
+4,453
36
$499K 0.35%
+2,694
37
$443K 0.31%
+1,555
38
$400K 0.28%
+7,502
39
$397K 0.28%
+2,521
40
$328K 0.23%
+1,254
41
$327K 0.23%
+885
42
$323K 0.22%
+10,453
43
$250K 0.17%
+3,305
44
$235K 0.16%
+3,164
45
$231K 0.16%
+1,396
46
$223K 0.15%
+414
47
$213K 0.15%
+1,026
48
$209K 0.14%
+4,160
49
$205K 0.14%
+504
50
$202K 0.14%
+666
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