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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.87M
3
+$9.04M
4
AMD icon
Advanced Micro Devices
AMD
+$7.31M
5
PANW icon
Palo Alto Networks
PANW
+$5.71M

Top Sells

1
+$14.1M
2
+$8.97M
3
+$8.84M
4
PLTR icon
Palantir
PLTR
+$8.81M
5
IQV icon
IQVIA
IQV
+$8.54M

Sector Composition

1 Technology 31.43%
2 Healthcare 8.65%
3 Communication Services 7.81%
4 Financials 7.61%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$997K 0.37%
2,080
+206
52
$934K 0.35%
+5,824
53
$931K 0.35%
1,710
-296
54
$874K 0.33%
17,680
55
$844K 0.32%
3,379
+4
56
$837K 0.31%
11,611
57
$820K 0.31%
2,249
-332
58
$757K 0.28%
7,093
+1
59
$741K 0.28%
5,247
+12
60
$713K 0.27%
9,810
+23
61
$712K 0.27%
4,549
+1,081
62
$706K 0.26%
9,012
+2,150
63
$673K 0.25%
1,217
+1
64
$647K 0.24%
1,293
+39
65
$568K 0.21%
7,417
66
$505K 0.19%
3,467
+1
67
$468K 0.17%
550
-30
68
$456K 0.17%
2,767
-75
69
$416K 0.16%
2,057
-111
70
$406K 0.15%
9,866
71
$392K 0.15%
4,579
-29
72
$349K 0.13%
791
-277
73
$348K 0.13%
5,527
74
$336K 0.13%
+5,284
75
$336K 0.13%
4,965
+30
1 2
3
4 5