EWM
Elevatus Welath Management Portfolio holdings
AUM
$300M
This Quarter Return
+5.12%
1 Year Return
+40.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+5.5%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
9.95%
Top 10 Holdings %
Top 10 Hldgs %
43.35%
Holding
125
New
29
Increased
31
Reduced
32
Closed
20
Top Buys
| 1 |
NVIDIA
NVDA
|
$13.8M |
| 2 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
$12.2M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$9.87M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$9.04M |
| 5 |
Advanced Micro Devices
AMD
|
$7.31M |
Top Sells
| 1 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$8.97M |
| 2 |
Global Payments
GPN
|
$8.84M |
| 3 |
Palantir
PLTR
|
$8.81M |
| 4 |
IQVIA
IQV
|
$8.54M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$8.52M |
Sector Composition
| 1 | Technology | 31.43% |
| 2 | Healthcare | 8.65% |
| 3 | Communication Services | 7.81% |
| 4 | Financials | 7.61% |
| 5 | Industrials | 7.16% |
