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

Top Buys

1
+$14.3M
2
+$8.51M
3
+$7.82M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$7.49M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

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
– –
-3,681
102
– –
-41,065
103
– –
-36,704
104
– –
-4,309
105
– –
-162,709
106
– –
-1,555
107
– –
-41,776
108
– –
-11,750
1 2 3 4
5