EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.83%
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 +$14.7M
2 +$14.4M
3 +$6.68M
4
BABA icon
Alibaba
BABA
+$6.5M
5
AMZN icon
Amazon
AMZN
+$6.41M

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