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

Top Buys

1
+$7.88M
2
+$7.34M
3
+$7.27M
4
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.65M
5
WAL icon
Western Alliance Bancorporation
WAL
+$5.97M

Top Sells

1
+$7.91M
2
+$7.73M
3
+$7.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.34M
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
– –
-168,379
102
– –
-65,846
103
– –
-74,728
104
– –
-5,213
105
– –
-5,647
106
– –
-776
107
– –
-2,217
108
– –
-176,095
109
– –
-19,585
110
– –
-1,650
111
– –
-182,963
1 2 3 4
5