EWM

Elevatus Welath Management Portfolio holdings

AUM $346M
1-Year Est. Return 48.27%
This Quarter Est. Return
1 Year Est. Return
+48.27%
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 +$21.2M
2 +$11.2M
3 +$7.04M
4
APP icon
Applovin
APP
+$5M
5
OXY icon
Occidental Petroleum
OXY
+$4.64M

Top Sells

1 +$9.09M
2 +$8.69M
3 +$8.05M
4
NVDA icon
NVIDIA
NVDA
+$6.43M
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
VONG icon
126
Vanguard Russell 1000 Growth ETF
VONG
$33.5B
$200K 0.06%
+1,660
TRIN icon
127
Trinity Capital
TRIN
$1.1B
$172K 0.05%
+11,118
TMC icon
128
TMC The Metals Company
TMC
$2.6B
$126K 0.04%
+19,729
BBAI icon
129
BigBear.ai
BBAI
$2.64B
-1,279,205
EAT icon
130
Brinker International
EAT
$6.73B
-17,536
ETN icon
131
Eaton
ETN
$132B
-8,135
MARA icon
132
Marathon Digital Holdings
MARA
$4.36B
-81,726
SMCI icon
133
Super Micro Computer
SMCI
$19.9B
-164,297
VOT icon
134
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
-838
VST icon
135
Vistra
VST
$58.8B
-28,146
RDDT icon
136
Reddit
RDDT
$42.3B
-18,612