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
$254M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.94M
3
+$7.93M
4
MU icon
Micron Technology
MU
+$7.34M
5
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.94M

Top Sells

1
+$8.31M
2
+$7.74M
3
+$7.49M
4
AAPL icon
Apple
AAPL
+$7.29M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Sector Composition

1 Technology 33.55%
2 Healthcare 9.72%
3 Industrials 8.52%
4 Communication Services 8.35%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.22%
6,862
+50
52
$548K 0.22%
6,333
53
$547K 0.22%
3,468
+69
54
$514K 0.2%
1,068
55
$512K 0.2%
3,466
+1
56
$497K 0.2%
2,842
+48
57
$449K 0.18%
2,553
-138
58
$434K 0.17%
2,168
-1,257
59
$425K 0.17%
580
-4
60
$416K 0.16%
9,866
61
$404K 0.16%
7,514
+3
62
$383K 0.15%
+7,640
63
$376K 0.15%
4,608
+1
64
$353K 0.14%
5,527
65
$350K 0.14%
2,871
+13
66
$341K 0.13%
889
-45
67
$339K 0.13%
805
+18
68
$338K 0.13%
1,839
+1
69
$317K 0.13%
1,508
70
$307K 0.12%
1,689
-666
71
$297K 0.12%
4,935
+132
72
$296K 0.12%
29,650
+5,000
73
$293K 0.12%
592
-11
74
$273K 0.11%
907
75
$253K 0.1%
6,038
+29
1 2
3
4 5