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
$254M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.94M
3
+$7.93M
4
MU icon
Micron Technology
MU
+$7.34M
5
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.94M

Top Sells

1
+$8.31M
2
+$7.74M
3
+$7.49M
4
AAPL icon
Apple
AAPL
+$7.29M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Sector Composition

1 Technology 33.55%
2 Healthcare 9.72%
3 Industrials 8.52%
4 Communication Services 8.35%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-176,095
102
– –
-19,585
103
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-1,650
104
– –
-77,061
105
– –
-6,769
106
– –
-168,379
107
– –
-65,846
108
– –
-74,728
109
– –
-23,830
110
– –
-182,963
111
– –
-777
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5