EWM
Elevatus Welath Management Portfolio holdings
AUM
$366M
1-Year Est. Return
47.83%
1 Year Est. Return
+47.83%
AUM
$366M
AUM Growth
+$19.3M
(+5.6%)
Holding
165
Top Buys
| 1 | +$6.6M | |
| 2 | +$5.59M | |
| 3 | +$4.82M | |
| 4 |
Ventas
VTR
|
+$4.29M |
| 5 |
Nasdaq
NDAQ
|
+$3.91M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$8.97M | |
| 3 | +$8.53M | |
| 4 |
SoFi Technologies
SOFI
|
+$5.55M |
| 5 |
Meta Platforms (Facebook)
META
|
+$5.45M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Communication Services | 6.91% |
| 3 | Financials | 6.9% |
| 4 | Industrials | 4.44% |
| 5 | Consumer Discretionary | 3.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Russell 1000 Growth ETF
VONG
$35.9B
| $206K | 0.06% |
1,690
+30
|
|
||
152
Amphenol
APH
$189B
| $203K | 0.06% |
+1,502
|
|
||
153
IBM
IBM
$279B
| $203K | 0.06% |
+684
|
|
||
154
Trinity Capital
TRIN
$1.22B
| $165K | 0.05% |
11,238
+120
|
|
||
155
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
| $131K | 0.04% |
+10,131
|
|
||
|
TE
156
T1 Energy Inc
TE
$1.57B
| $66.8K | 0.02% |
+10,000
|
|
||
|
QXO
157
QXO Inc
QXO
$16.9B
| – | – |
-200,679
|
|
||
158
Vanguard Total International Stock ETF
VXUS
$126B
| – | – |
-3,590
|
|
||
159
Tapestry
TPR
$27.3B
| – | – |
-16,535
|
|
||
160
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.03B
| – | – |
-198,275
|
|
||
161
TMC The Metals Company
TMC
$3.05B
| – | – |
-19,729
|
|
||
162
Occidental Petroleum
OXY
$42.5B
| – | – |
-98,172
|
|
||
163
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
| – | – |
-2,217
|
|
||
164
Direxion Daily Financial Bull 3x Shares
FAS
$2.3B
| – | – |
-15,225
|
|
||
165
Coinbase
COIN
$64.5B
| – | – |
-8,036
|
|