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
$220M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.98M
3
+$7.12M
4
META icon
Meta Platforms (Facebook)
META
+$6.43M
5
MSFT icon
Microsoft
MSFT
+$6.32M

Top Sells

1
+$10.4M
2
+$5.75M
3
+$4.41M
4
VRSK icon
Verisk Analytics
VRSK
+$3.62M
5
BABA icon
Alibaba
BABA
+$3.62M

Sector Composition

1 Technology 31.73%
2 Communication Services 9.35%
3 Consumer Discretionary 8.5%
4 Healthcare 6.34%
5 Materials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-41,065
102
– –
-3,681
103
– –
-20,406
104
– –
-7,029
105
– –
-2,205
106
– –
-15,343
107
– –
-3,282
108
– –
-4,882
1 2 3 4
5