EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Quarter Est. Return
1 Year Est. Return
+47.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$12.4M
3
+$10.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.58M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$9.52M

Top Sells

1
+$17.2M
2
+$15.7M
3
+$10.1M
4
TDG icon
TransDigm Group
TDG
+$9.75M
5
GLD icon
SPDR Gold Trust
GLD
+$6.09M

Sector Composition

1 Technology 21.38%
2 Communication Services 9.3%
3 Industrials 6.41%
4 Financials 5.49%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.27%
10,282
-733
52
$721K 0.24%
5,286
-384
53
$700K 0.23%
2,955
+1,705
54
$694K 0.23%
2,480
+596
55
$655K 0.22%
4,573
-92
56
$652K 0.22%
+33,763
57
$638K 0.21%
3,229
-191
58
$632K 0.21%
7,417
59
$615K 0.21%
10,819
+3,455
60
$586K 0.2%
11,181
61
$550K 0.18%
5,071
+1
62
$538K 0.18%
2,900
+790
63
$537K 0.18%
542
-95
64
$535K 0.18%
6,922
-777
65
$515K 0.17%
3,824
+1
66
$505K 0.17%
1,590
-129
67
$504K 0.17%
2,765
+12
68
$495K 0.16%
5,060
-12,967
69
$489K 0.16%
3,650
-760
70
$476K 0.16%
6,728
-129
71
$459K 0.15%
1,293
+236
72
$416K 0.14%
1,364
-19,969
73
$407K 0.14%
3,746
74
$407K 0.14%
724
+13
75
$406K 0.14%
+2,778
1 2
3
4 5