EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Quarter Est. Return
1 Year Est. Return
+47.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$11.2M
3
+$7.04M
4
APP icon
Applovin
APP
+$5M
5
OXY icon
Occidental Petroleum
OXY
+$4.64M

Top Sells

1
+$9.09M
2
+$8.69M
3
+$8.05M
4
NVDA icon
NVIDIA
NVDA
+$6.43M
5
VST icon
Vistra
VST
+$5.46M

Sector Composition

1 Technology 18.24%
2 Communication Services 9.12%
3 Financials 6.8%
4 Industrials 3.65%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXL icon
26
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.5B
$4.11M 1.19%
118,041
-260,971
VUG icon
27
Vanguard Growth ETF
VUG
$203B
$3.96M 1.14%
8,254
+953
PLTR icon
28
Palantir
PLTR
$422B
$3.83M 1.11%
20,988
+15,702
QXO
29
QXO Inc
QXO
$16.9B
$3.82M 1.1%
200,679
-73,184
SA
30
Seabridge Gold
SA
$3.27B
$3.68M 1.06%
+152,199
CVX icon
31
Chevron
CVX
$332B
$3.01M 0.87%
19,410
+14,837
PAYX icon
32
Paychex
PAYX
$39.7B
$2.91M 0.84%
22,941
+136
GLD icon
33
SPDR Gold Trust
GLD
$158B
$2.88M 0.83%
8,093
+6,729
NFLX icon
34
Netflix
NFLX
$373B
$2.79M 0.81%
23,280
+19,630
AVGO icon
35
Broadcom
AVGO
$1.63T
$2.77M 0.8%
8,391
+535
VTR icon
36
Ventas
VTR
$36.1B
$2.77M 0.8%
+39,530
COIN icon
37
Coinbase
COIN
$64.5B
$2.71M 0.78%
+8,036
FAS icon
38
Direxion Daily Financial Bull 3x Shares
FAS
$2.3B
$2.71M 0.78%
15,225
-14,361
BX icon
39
Blackstone
BX
$124B
$2.56M 0.74%
+14,976
EW icon
40
Edwards Lifesciences
EW
$49B
$2.54M 0.73%
32,618
+728
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.02T
$2.31M 0.67%
9,517
+514
SPY icon
42
SPDR S&P 500 ETF Trust
SPY
$715B
$2.29M 0.66%
3,430
+69
AMD icon
43
Advanced Micro Devices
AMD
$371B
$2.14M 0.62%
13,254
-12,747
XOM icon
44
Exxon Mobil
XOM
$545B
$2.07M 0.6%
18,368
+786
EOSE icon
45
Eos Energy Enterprises
EOSE
$5.47B
$2.06M 0.6%
181,105
+170,857
TPR icon
46
Tapestry
TPR
$27.3B
$1.87M 0.54%
16,535
-16,848
ORCL icon
47
Oracle
ORCL
$545B
$1.77M 0.51%
6,291
+310
VGT icon
48
Vanguard Information Technology ETF
VGT
$114B
$1.72M 0.5%
2,300
+3
JAAA icon
49
Janus Henderson AAA CLO ETF
JAAA
$24.7B
$1.54M 0.44%
30,332
+2,379
VEA icon
50
Vanguard FTSE Developed Markets ETF
VEA
$201B
$1.38M 0.4%
23,002
+6,834
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