EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Quarter Est. Return
1 Year Est. Return
+47.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$12.4M
3
+$10.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.58M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$9.52M

Top Sells

1
+$17.2M
2
+$15.7M
3
+$10.1M
4
TDG icon
TransDigm Group
TDG
+$9.75M
5
GLD icon
SPDR Gold Trust
GLD
+$6.09M

Sector Composition

1 Technology 21.38%
2 Communication Services 9.3%
3 Industrials 6.41%
4 Financials 5.49%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.14%
2,692
+476
77
$401K 0.13%
3,792
+575
78
$399K 0.13%
985
-117
79
$376K 0.13%
5,758
-1,086
80
$363K 0.12%
+1,601
81
$356K 0.12%
3,585
-173,293
82
$346K 0.12%
8,002
+1,471
83
$333K 0.11%
2,092
+164
84
$332K 0.11%
2,512
-147
85
$324K 0.11%
+5,061
86
$306K 0.1%
1,671
-106
87
$286K 0.1%
+3,889
88
$276K 0.09%
985
89
$276K 0.09%
894
90
$274K 0.09%
3,580
91
$268K 0.09%
343
+83
92
$267K 0.09%
1,145
-493
93
$258K 0.09%
2,006
94
$253K 0.08%
4,955
95
$252K 0.08%
406
+2
96
$249K 0.08%
2,628
+2
97
$246K 0.08%
+2,900
98
$244K 0.08%
+1,342
99
$242K 0.08%
14,444
-3,091
100
$240K 0.08%
+1,155
2 3
4
5 6