EWM
Elevatus Welath Management Portfolio holdings
AUM
$300M
1-Year Return
40.03%
This Quarter Return
+9.63%
1 Year Return
+40.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.66%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$15.6M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$15.3M |
| 3 |
ARK Innovation ETF
ARKK
|
$7.42M |
| 4 |
Amazon
AMZN
|
$7.32M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.21B
| $184K | 0.13% |
+10,382
| New | +$184K |
|