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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.87M
3
+$9.04M
4
AMD icon
Advanced Micro Devices
AMD
+$7.31M
5
PANW icon
Palo Alto Networks
PANW
+$5.71M

Top Sells

1
+$14.1M
2
+$8.97M
3
+$8.84M
4
PLTR icon
Palantir
PLTR
+$8.81M
5
IQV icon
IQVIA
IQV
+$8.54M

Sector Composition

1 Technology 31.43%
2 Healthcare 8.65%
3 Communication Services 7.81%
4 Financials 7.61%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.08%
1,410
-8
102
$206K 0.08%
3,417
+84
103
$206K 0.08%
874
104
$204K 0.08%
+1,604
105
$202K 0.08%
4,900
106
– –
-7,640
107
– –
-6,083
108
– –
-59,723
109
– –
-96,267
110
– –
-37,826
111
– –
-66,140
112
– –
-889
113
– –
-33,750
114
– –
-151,531
115
– –
-330
116
– –
-39,776
117
– –
-75,062
118
– –
-209,026
119
– –
-12,500
120
– –
-6,333
121
– –
-97,313
122
– –
-207,884
123
– –
-2,182
124
– –
-623
125
– –
-1,318
1 2 3 4
5