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
$292M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.38M
3
+$6.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.99M

Top Sells

1
+$15.3M
2
+$12.6M
3
+$10.7M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$9.32M
5
SPG icon
Simon Property Group
SPG
+$6.48M

Sector Composition

1 Technology 23.69%
2 Communication Services 10.43%
3 Consumer Discretionary 5.59%
4 Industrials 3.78%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.11%
2,409
+729
77
$313K 0.11%
3,317
78
$274K 0.09%
+705
79
$271K 0.09%
3,580
80
$264K 0.09%
6,592
+525
81
$262K 0.09%
893
82
$260K 0.09%
+1,386
83
$251K 0.09%
985
84
$250K 0.09%
2,080
+95
85
$243K 0.08%
413
-7
86
$243K 0.08%
2,624
+2
87
$242K 0.08%
+999
88
$236K 0.08%
2,006
89
$232K 0.08%
2,340
+210
90
$229K 0.08%
4,200
91
$226K 0.08%
4,955
92
$226K 0.08%
1,153
+2
93
$225K 0.08%
10,288
+199
94
$223K 0.08%
769
+39
95
$222K 0.08%
5,368
96
$221K 0.08%
+1,250
97
$220K 0.08%
1,523
+113
98
$218K 0.07%
1,081
+16
99
$215K 0.07%
+2,900
100
$214K 0.07%
4,900
1 2 3
4
5