EWM
Elevatus Welath Management Portfolio holdings
AUM
$191M
1-Year Est. Return
49.76%
This Fund
S&P 500
1 Year Est. Return
+49.76%
AUM
$191M
AUM Growth
-$175M
(-48%)
Holding
169
Top Buys
| 1 | +$4.09M | |
| 2 | +$1.35M | |
| 3 | +$381K | |
| 4 |
QXO
QXO Inc
QXO
|
+$321K |
| 5 |
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
|
+$317K |
Top Sells
| 1 | +$13.7M | |
| 2 | +$11.4M | |
| 3 | +$9.42M | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$7.49M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.39M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Communication Services | 6.7% |
| 3 | Industrials | 5.65% |
| 4 | Energy | 5.14% |
| 5 | Consumer Staples | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
PIMCO Corporate & Income Opportunity Fund
PTY
$2.56B
| – | – |
-10,131
|
|
||
152
Public Service Enterprise Group
PEG
$40.9B
| – | – |
-10,466
|
|
||
153
NVR
NVR
$18.6B
| – | – |
-234
|
|
||
154
Natera
NTRA
$27.8B
| – | – |
-1,026
|
|
||
155
Nasdaq
NDAQ
$50.5B
| – | – |
-40,306
|
|
||
156
IBM
IBM
$236B
| – | – |
-684
|
|
||
157
Home Depot
HD
$336B
| – | – |
-626
|
|
||
158
Grayscale Bitcoin Trust
GBTC
$29.9B
| – | – |
-3,700
|
|
||
159
Edwards Lifesciences
EW
$45.6B
| – | – |
-34,598
|
|
||
160
ProShares Ultra MSCI Emerging Markets
EET
$41.3M
| – | – |
-4,300
|
|
||
161
Direxion Daily Regional Banks Bull 3X ETF
DPST
$516M
| – | – |
-20,603
|
|
||
162
Dover
DOV
$28.9B
| – | – |
-9,442
|
|
||
163
Constellation Energy
CEG
$108B
| – | – |
-8,380
|
|
||
164
Citigroup
C
$222B
| – | – |
-27,080
|
|
||
165
Blackstone
BX
$99.5B
| – | – |
-11,256
|
|
||
166
Vanguard Total International Bond ETF
BNDX
$77.8B
| – | – |
-194,912
|
|
||
167
Amphenol
APH
$183B
| – | – |
-1,502
|
|
||
168
Automatic Data Processing
ADP
$80.7B
| – | – |
-888
|
|
||
169
Abbott
ABT
$166B
| – | – |
-1,981
|
|