EWM
Elevatus Welath Management Portfolio holdings
AUM
$346M
1-Year Est. Return
48.27%
1 Year Est. Return
+48.27%
AUM
$300M
AUM Growth
+$124M
(+70%)
Holding
135
Top Buys
| 1 | +$22.4M | |
| 2 | +$12.4M | |
| 3 | +$10.3M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$9.58M |
| 5 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
+$9.52M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$15.7M | |
| 3 | +$10.1M | |
| 4 |
TransDigm Group
TDG
|
+$9.75M |
| 5 |
SPDR Gold Trust
GLD
|
+$6.09M |
Sector Composition
| 1 | Technology | 21.38% |
| 2 | Communication Services | 9.3% |
| 3 | Industrials | 6.41% |
| 4 | Financials | 5.49% |
| 5 | Consumer Discretionary | 4.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| – | – |
-1,153
|
|
||
127
Vanguard High Dividend Yield ETF
VYM
$65.3B
| – | – |
-3,801
|
|
||
128
Energy Select Sector SPDR Fund
XLE
$27.6B
| – | – |
-2,311
|
|
||
129
Aflac
AFL
$59.9B
| – | – |
-20,237
|
|
||
130
Ares Capital
ARCC
$14.5B
| – | – |
-9,126
|
|
||
131
CION Investment
CION
$525M
| – | – |
-11,099
|
|
||
132
Coca-Cola Consolidated
COKE
$10.6B
| – | – |
-19,740
|
|
||
133
ConocoPhillips
COP
$113B
| – | – |
-2,346
|
|
||
134
Devon Energy
DVN
$22.5B
| – | – |
-58,356
|
|
||
135
Direxion Daily NVDA Bear 1X Shares
NVDD
$311M
| – | – |
-4,000
|
|