EWM
Elevatus Welath Management Portfolio holdings
AUM
$300M
This Quarter Return
+7.46%
1 Year Return
+40.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+14%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
11.23%
Top 10 Holdings %
Top 10 Hldgs %
54.53%
Holding
121
New
16
Increased
45
Reduced
30
Closed
20
Top Buys
| 1 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$32.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$19.4M |
| 3 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$15.3M |
| 4 |
Vanguard Value ETF
VTV
|
$12.9M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$12.3M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$8.45M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.99M |
| 3 |
Genco Shipping & Trading
GNK
|
$6.24M |
| 4 |
Palo Alto Networks
PANW
|
$5.71M |
| 5 |
CrowdStrike
CRWD
|
$5.43M |
Sector Composition
| 1 | Technology | 21.16% |
| 2 | Communication Services | 7.07% |
| 3 | Healthcare | 6.46% |
| 4 | Consumer Discretionary | 4.23% |
| 5 | Real Estate | 3.55% |
