EWM
Elevatus Welath Management Portfolio holdings
AUM
$300M
This Quarter Return
+4.75%
1 Year Return
+40.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(-4.5%)
Cap. Flow
-$19.7M
Cap. Flow
% of AUM
-6.75%
Top 10 Holdings %
Top 10 Hldgs %
60.97%
Holding
118
New
17
Increased
47
Reduced
27
Closed
11
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$13.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.38M |
| 3 |
Apple
AAPL
|
$6.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$6.59M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.99M |
Top Sells
| 1 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$15.3M |
| 2 |
Vanguard Value ETF
VTV
|
$12.6M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$10.7M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$9.32M |
| 5 |
Simon Property Group
SPG
|
$6.48M |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Communication Services | 10.43% |
| 3 | Consumer Discretionary | 5.59% |
| 4 | Industrials | 3.78% |
| 5 | Financials | 3.38% |
