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
$220M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.51M
3
+$7.82M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$7.49M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Top Sells

1
+$10.4M
2
+$5.75M
3
+$4.41M
4
VRSK icon
Verisk Analytics
VRSK
+$3.62M
5
BABA icon
Alibaba
BABA
+$3.62M

Sector Composition

1 Technology 31.73%
2 Communication Services 9.35%
3 Consumer Discretionary 8.5%
4 Healthcare 6.34%
5 Materials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.23%
+6,812
52
$507K 0.23%
3,399
+608
53
$474K 0.22%
2,794
-15
54
$473K 0.21%
3,465
-225
55
$470K 0.21%
1,077
+521
56
$456K 0.21%
1,068
+421
57
$434K 0.2%
745
+54
58
$406K 0.18%
7,511
+5
59
$386K 0.18%
584
+7
60
$371K 0.17%
9,866
-729
61
$367K 0.17%
+3,392
62
$365K 0.17%
2,355
+918
63
$352K 0.16%
+5,527
64
$340K 0.15%
+1,595
65
$335K 0.15%
4,607
+473
66
$329K 0.15%
1,838
+210
67
$324K 0.15%
+934
68
$318K 0.14%
603
+155
69
$308K 0.14%
+2,858
70
$303K 0.14%
+1,508
71
$290K 0.13%
5,647
+62
72
$281K 0.13%
1,650
-2,297
73
$281K 0.13%
+787
74
$252K 0.11%
+4,803
75
$243K 0.11%
+24,650
1 2
3
4 5