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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.87M
3
+$9.04M
4
AMD icon
Advanced Micro Devices
AMD
+$7.31M
5
PANW icon
Palo Alto Networks
PANW
+$5.71M

Top Sells

1
+$14.1M
2
+$8.97M
3
+$8.84M
4
PLTR icon
Palantir
PLTR
+$8.81M
5
IQV icon
IQVIA
IQV
+$8.54M

Sector Composition

1 Technology 31.43%
2 Healthcare 8.65%
3 Communication Services 7.81%
4 Financials 7.61%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.34%
+35,428
27
$3.47M 1.3%
+13,492
28
$3.46M 1.3%
+25,310
29
$3.38M 1.27%
+170,435
30
$3.3M 1.23%
+832
31
$3.22M 1.21%
+19,391
32
$3.15M 1.18%
8,418
-232
33
$3.09M 1.15%
3,925
-988
34
$3.06M 1.14%
+34,324
35
$2.74M 1.03%
23,119
+292
36
$2.7M 1.01%
+20,955
37
$2.57M 0.96%
342,567
+312,917
38
$2.42M 0.91%
13,205
+4,886
39
$2.26M 0.85%
+8,356
40
$2.13M 0.8%
21,475
-24,239
41
$2.08M 0.78%
18,068
+10,718
42
$1.85M 0.69%
10,776
+9,087
43
$1.76M 0.66%
11,790
-13,239
44
$1.68M 0.63%
6,388
-8,933
45
$1.57M 0.59%
8,642
+473
46
$1.22M 0.46%
+8,060
47
$1.2M 0.45%
2,086
-115
48
$1.19M 0.45%
5,046
-25,226
49
$1.13M 0.42%
+6,848
50
$1.01M 0.38%
544,533
-28,000
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