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
$220M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.51M
3
+$7.82M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$7.49M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Top Sells

1
+$10.4M
2
+$5.75M
3
+$4.41M
4
VRSK icon
Verisk Analytics
VRSK
+$3.62M
5
BABA icon
Alibaba
BABA
+$3.62M

Sector Composition

1 Technology 31.73%
2 Communication Services 9.35%
3 Consumer Discretionary 8.5%
4 Healthcare 6.34%
5 Materials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.45%
+6,769
27
$3.17M 1.44%
+4,489
28
$3.14M 1.43%
+19,585
29
$3.06M 1.39%
+41,283
30
$3.04M 1.38%
+87,490
31
$2.69M 1.22%
22,599
-61
32
$2.53M 1.15%
8,151
+36
33
$2.27M 1.03%
24,234
-16,228
34
$1.29M 0.58%
9,205
+1,688
35
$1.14M 0.52%
7,750
+395
36
$1.02M 0.46%
2,100
+212
37
$847K 0.38%
+17,680
38
$782K 0.36%
2,581
+22
39
$780K 0.35%
3,372
-393
40
$772K 0.35%
6,910
+200
41
$767K 0.35%
1,872
-79
42
$759K 0.34%
11,611
43
$750K 0.34%
10,656
-3,244
44
$739K 0.34%
7,395
+283
45
$669K 0.3%
2,691
+189
46
$629K 0.29%
1,186
+18
47
$583K 0.26%
3,425
+1,926
48
$560K 0.25%
+6,333
49
$538K 0.24%
7,417
-7,417
50
$532K 0.24%
5,048
+142
1
2
3 4 5