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
$111M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.85M
3
+$6.75M
4
BKR icon
Baker Hughes
BKR
+$5.75M
5
NVDA icon
NVIDIA
NVDA
+$3.9M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$7.42M
4
LRCX icon
Lam Research
LRCX
+$5.86M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$5.43M

Sector Composition

1 Technology 35.27%
2 Consumer Discretionary 11.78%
3 Industrials 8.96%
4 Healthcare 7.61%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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80
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-26,530
81
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-153,763
82
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-67,763
83
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-16,170
84
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-115,920
85
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-26,919
86
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-91,220
87
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-54,393
88
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-3,164
1 2 3
4