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
$306M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$19.4M
3
+$15.3M
4
VTV icon
Vanguard Value ETF
VTV
+$12.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$12.3M

Top Sells

1
+$8.45M
2
+$7.99M
3
+$6.24M
4
PANW icon
Palo Alto Networks
PANW
+$5.71M
5
CRWD icon
CrowdStrike
CRWD
+$5.43M

Sector Composition

1 Technology 21.16%
2 Communication Services 7.07%
3 Healthcare 6.46%
4 Consumer Discretionary 4.23%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.2%
7,417
52
$588K 0.19%
3,821
+354
53
$507K 0.17%
11,181
+1,315
54
$501K 0.16%
566
+16
55
$497K 0.16%
+12,235
56
$487K 0.16%
1,863
+630
57
$473K 0.15%
2,782
+15
58
$458K 0.15%
5,068
+489
59
$421K 0.14%
915
+164
60
$418K 0.14%
2,089
+250
61
$416K 0.14%
3,557
-3,536
62
$413K 0.13%
5,109
+144
63
$402K 0.13%
+5,109
64
$380K 0.12%
5,284
65
$373K 0.12%
10,022
+500
66
$369K 0.12%
1,670
+162
67
$367K 0.12%
5,527
68
$351K 0.11%
+1,329
69
$345K 0.11%
1,415
+6
70
$342K 0.11%
694
-97
71
$314K 0.1%
537
+68
72
$313K 0.1%
1,138
-5,250
73
$274K 0.09%
1,385
-9,391
74
$272K 0.09%
6,067
+185
75
$271K 0.09%
666
1 2
3
4 5