EWM

Elevatus Welath Management Portfolio holdings

AUM $191M
1-Year Est. Return 49.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$6.24M
4
OXY icon
Occidental Petroleum
OXY
+$4.44M
5
WMT icon
Walmart Inc
WMT
+$3.99M

Top Sells

1
+$8.69M
2
+$8.05M
3
+$7.27M
4
NVDA icon
NVIDIA
NVDA
+$6.01M
5
VST icon
Vistra
VST
+$5.46M

Sector Composition

1 Technology 18.24%
2 Communication Services 9.12%
3 Financials 6.8%
4 Industrials 3.65%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.08%
+1,436
102
$282K 0.08%
2,817
+189
103
$280K 0.08%
1,524
+369
104
$277K 0.08%
2,006
105
$268K 0.08%
3,187
-605
106
$264K 0.08%
+3,590
107
$262K 0.08%
894
108
$260K 0.08%
2,900
109
$257K 0.07%
+1,917
110
$256K 0.07%
+1,814
111
$255K 0.07%
+1,327
112
$250K 0.07%
18,987
+6,523
113
$247K 0.07%
812
+3
114
$244K 0.07%
+1,008
115
$242K 0.07%
568
+3
116
$242K 0.07%
1,219
+4
117
$223K 0.06%
1,032
-34
118
$222K 0.06%
1,006
+32
119
$221K 0.06%
2,217
120
$220K 0.06%
+733
121
$211K 0.06%
+992
122
$210K 0.06%
857
+1
123
$208K 0.06%
+4,662
124
$206K 0.06%
+10,581
125
$201K 0.06%
+1,026
2 3 4
5
6