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
$144M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.3M
3 +$7.42M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
BABA icon
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 Change
in Stake
Capital Flow
51
$184K 0.13%
+10,382