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
$292M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.38M
3
+$6.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.99M

Top Sells

1
+$15.3M
2
+$12.6M
3
+$10.7M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$9.32M
5
SPG icon
Simon Property Group
SPG
+$6.48M

Sector Composition

1 Technology 23.69%
2 Communication Services 10.43%
3 Consumer Discretionary 5.59%
4 Industrials 3.78%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.2%
1,101
52
$568K 0.19%
7,513
53
$540K 0.18%
11,181
54
$534K 0.18%
3,285
-1,359
55
$526K 0.18%
3,822
+1
56
$521K 0.18%
990
+296
57
$501K 0.17%
2,859
-1,125
58
$497K 0.17%
644
-4,279
59
$491K 0.17%
5,069
+1
60
$470K 0.16%
+6,295
61
$461K 0.16%
6,094
-3,928
62
$455K 0.16%
2,560
+1,175
63
$426K 0.15%
1,898
-191
64
$425K 0.15%
840
+303
65
$425K 0.15%
+6,423
66
$422K 0.14%
6,772
+1,488
67
$407K 0.14%
2,676
-106
68
$391K 0.13%
3,396
-161
69
$377K 0.13%
+3,435
70
$377K 0.13%
1,668
+526
71
$373K 0.13%
+419
72
$361K 0.12%
1,636
-34
73
$360K 0.12%
1,139
+1
74
$349K 0.12%
2,081
+777
75
$346K 0.12%
1,365
-50
1 2
3
4 5