EWM
Elevatus Welath Management Portfolio holdings
AUM
$366M
1-Year Est. Return
47.83%
This Fund
S&P 500
1 Year Est. Return
+47.83%
AUM
$346M
AUM Growth
+$46.5M
(+15%)
Holding
136
Top Buys
| 1 | +$20.6M | |
| 2 | +$11.2M | |
| 3 | +$6.24M | |
| 4 |
Occidental Petroleum
OXY
|
+$4.44M |
| 5 |
Walmart Inc
WMT
|
+$3.99M |
Top Sells
| 1 | +$8.69M | |
| 2 | +$8.05M | |
| 3 | +$7.27M | |
| 4 |
NVIDIA
NVDA
|
+$6.01M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Russell 1000 Growth ETF
VONG
$36.4B
| $200K | 0.06% |
+1,660
|
|
||
127
Trinity Capital
TRIN
$1.12B
| $172K | 0.05% |
+11,118
|
|
||
128
TMC The Metals Company
TMC
$2.61B
| $126K | 0.04% |
+19,729
|
|
||
129
BigBear.ai
BBAI
$1.85B
| – | – |
-1,279,205
|
|
||
130
Brinker International
EAT
$6.26B
| – | – |
-17,536
|
|
||
131
Super Micro Computer
SMCI
$18.7B
| – | – |
-164,297
|
|
||
132
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| – | – |
-838
|
|
||
|
133
Vistra
VST
$58.1B
| – | – |
-28,146
|
|
||
134
Reddit
RDDT
$27.6B
| – | – |
-18,612
|
|
||
135
Eaton
ETN
$145B
| – | – |
-8,135
|
|
||
136
Marathon Digital Holdings
MARA
$3.62B
| – | – |
-81,726
|
|