EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.83%
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
+$9.57M
2
+$7.23M
3
+$7.17M
4
BKR icon
Baker Hughes
BKR
+$5.76M
5
NVDA icon
NVIDIA
NVDA
+$4.02M

Top Sells

1
+$15.6M
2
+$14.9M
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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82
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83
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84
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-26,530
85
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-153,763
86
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-67,763
87
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-16,170
88
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-115,920
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4