EWM

Elevatus Welath Management Portfolio holdings

AUM $191M
1-Year Est. Return 49.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$6.24M
4
OXY icon
Occidental Petroleum
OXY
+$4.44M
5
WMT icon
Walmart Inc
WMT
+$3.99M

Top Sells

1
+$8.69M
2
+$8.05M
3
+$7.27M
4
NVDA icon
NVIDIA
NVDA
+$6.01M
5
VST icon
Vistra
VST
+$5.46M

Sector Composition

1 Technology 18.24%
2 Communication Services 9.12%
3 Financials 6.8%
4 Industrials 3.65%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.36%
48,017
+5,347
52
$1.11M 0.32%
1,856
-2
53
$1.05M 0.3%
2,251
+2
54
$1.03M 0.3%
5,013
+3,342
55
$939K 0.27%
2,112
+522
56
$912K 0.26%
10,446
+230
57
$890K 0.26%
3,031
+551
58
$838K 0.24%
9,377
+1,960
59
$814K 0.23%
3,200
+245
60
$772K 0.22%
3,333
+433
61
$769K 0.22%
13,465
+2,646
62
$698K 0.2%
8,840
-1,442
63
$640K 0.18%
3,229
64
$624K 0.18%
7,345
+3,765
65
$615K 0.18%
6,140
+2,555
66
$604K 0.17%
11,218
+37
67
$602K 0.17%
5,089
+18
68
$579K 0.17%
10,863
+5,908
69
$564K 0.16%
12,141
+6,773
70
$535K 0.15%
3,842
+18
71
$533K 0.15%
1,910
+309
72
$529K 0.15%
3,164
+386
73
$525K 0.15%
568
+26
74
$502K 0.15%
1,472
+179
75
$487K 0.14%
2,962
+270
1 2
3
4 5