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
$254M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.94M
3
+$7.93M
4
MU icon
Micron Technology
MU
+$7.34M
5
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.94M

Top Sells

1
+$8.31M
2
+$7.74M
3
+$7.49M
4
AAPL icon
Apple
AAPL
+$7.29M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Sector Composition

1 Technology 33.55%
2 Healthcare 9.72%
3 Industrials 8.52%
4 Communication Services 8.35%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.48%
4,913
+424
27
$3.62M 1.43%
21,089
-42,537
28
$2.98M 1.17%
8,650
+499
29
$2.8M 1.11%
22,827
+228
30
$1.4M 0.55%
7,780
+30
31
$1.27M 0.5%
8,319
-50,855
32
$1.23M 0.49%
8,169
-1,036
33
$1.22M 0.48%
572,533
+538,351
34
$1.15M 0.46%
2,201
+101
35
$1.05M 0.41%
2,006
-15,898
36
$887K 0.35%
17,680
37
$871K 0.34%
6,570
-340
38
$870K 0.34%
2,581
39
$854K 0.34%
7,350
-45
40
$843K 0.33%
3,375
+3
41
$832K 0.33%
1,874
+2
42
$797K 0.31%
11,611
43
$784K 0.31%
7,092
+3,700
44
$741K 0.29%
+12,500
45
$726K 0.29%
9,787
-869
46
$707K 0.28%
1,216
+30
47
$658K 0.26%
5,235
+187
48
$633K 0.25%
2,770
+1,175
49
$603K 0.24%
1,254
+177
50
$583K 0.23%
7,417
1
2
3 4 5