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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.87M
3
+$9.04M
4
AMD icon
Advanced Micro Devices
AMD
+$7.31M
5
PANW icon
Palo Alto Networks
PANW
+$5.71M

Top Sells

1
+$14.1M
2
+$8.97M
3
+$8.84M
4
PLTR icon
Palantir
PLTR
+$8.81M
5
IQV icon
IQVIA
IQV
+$8.54M

Sector Composition

1 Technology 31.43%
2 Healthcare 8.65%
3 Communication Services 7.81%
4 Financials 7.61%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.13%
1,839
77
$331K 0.12%
2,871
78
$323K 0.12%
1,409
-37,136
79
$306K 0.11%
1,508
80
$306K 0.11%
751
-54
81
$293K 0.11%
1,345
-1,425
82
$277K 0.1%
5,192
-2,322
83
$244K 0.09%
1,233
-1,320
84
$243K 0.09%
5,882
-156
85
$241K 0.09%
9,522
-347,631
86
$239K 0.09%
469
-123
87
$238K 0.09%
11,425
88
$237K 0.09%
433
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89
$237K 0.09%
1,109
+11
90
$231K 0.09%
2,623
+2
91
$229K 0.09%
+3,035
92
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1,147
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93
$228K 0.09%
1,992
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94
$225K 0.08%
2,006
95
$214K 0.08%
666
+1
96
$213K 0.08%
892
97
$212K 0.08%
+2,091
98
$210K 0.08%
+1,150
99
$209K 0.08%
981
+2
100
$207K 0.08%
806
-101
1 2 3
4
5