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
$111M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.85M
3
+$6.75M
4
BKR icon
Baker Hughes
BKR
+$5.75M
5
NVDA icon
NVIDIA
NVDA
+$3.9M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$7.42M
4
LRCX icon
Lam Research
LRCX
+$5.86M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$5.43M

Sector Composition

1 Technology 35.27%
2 Consumer Discretionary 11.78%
3 Industrials 8.96%
4 Healthcare 7.61%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.24%
+5,585
52
$266K 0.24%
+13,670
53
$262K 0.24%
+1,628
54
$256K 0.23%
+647
55
$244K 0.22%
+795
56
$242K 0.22%
+1,053
57
$240K 0.22%
+3,681
58
$226K 0.2%
+448
59
$221K 0.2%
+2,441
60
$219K 0.2%
1,127
-73,220
61
$218K 0.2%
556
+52
62
$217K 0.2%
+1,499
63
$214K 0.19%
+1,437
64
$210K 0.19%
4,177
+17
65
$206K 0.19%
+856
66
$204K 0.18%
1,106
+80
67
$100K 0.09%
+34,182
68
– –
-9,146
69
– –
-666
70
– –
-23,199
71
– –
-168,030
72
– –
-6,821
73
– –
-11,627
74
– –
-18,415
75
– –
-20,086
1 2
3
4