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
$254M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.94M
3
+$7.93M
4
MU icon
Micron Technology
MU
+$7.34M
5
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.94M

Top Sells

1
+$8.31M
2
+$7.74M
3
+$7.49M
4
AAPL icon
Apple
AAPL
+$7.29M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Sector Composition

1 Technology 33.55%
2 Healthcare 9.72%
3 Industrials 8.52%
4 Communication Services 8.35%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.1%
1,985
+7
77
$238K 0.09%
11,425
-509
78
$237K 0.09%
2,621
+2
79
$231K 0.09%
+1,367
80
$231K 0.09%
6,083
+3
81
$228K 0.09%
+3,333
82
$225K 0.09%
1,098
+3
83
$224K 0.09%
1,418
+5
84
$223K 0.09%
+424
85
$223K 0.09%
892
+1
86
$222K 0.09%
+665
87
$221K 0.09%
2,006
88
$216K 0.09%
623
-8,543
89
$215K 0.08%
+1,318
90
$213K 0.08%
+874
91
$212K 0.08%
4,199
+11
92
$209K 0.08%
+4,900
93
$209K 0.08%
+979
94
$206K 0.08%
+2,182
95
$200K 0.08%
+330
96
$99.2K 0.04%
96,267
+32,090
97
– –
-5,213
98
– –
-5,647
99
– –
-776
100
– –
-2,217
1 2 3
4
5