EWM

Elevatus Welath Management Portfolio holdings

AUM $300M
1-Year Est. Return 40.03%
This Quarter Est. Return
1 Year Est. Return
+40.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$7.42M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
BABA icon
Alibaba
BABA
+$6.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20%
2 Consumer Discretionary 14.85%
3 Healthcare 7.86%
4 Industrials 7.65%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 10.81%
+67,763
2
$15.3M 10.62%
+74,347
3
$7.42M 5.15%
+168,030
4
$7.32M 5.08%
+56,129
5
$6.19M 4.29%
+74,240
6
$5.86M 4.07%
+91,220
7
$5.43M 3.77%
+153,763
8
$4.96M 3.44%
+54,393
9
$4.73M 3.28%
+20,086
10
$4.55M 3.16%
+6,581
11
$4.38M 3.04%
+12,858
12
$3.97M 2.76%
+115,920
13
$3.85M 2.67%
+31,817
14
$3.4M 2.36%
+80,310
15
$3.27M 2.27%
+26,919
16
$3.26M 2.26%
+11,627
17
$3.23M 2.24%
+9,146
18
$3.2M 2.22%
+14,154
19
$3.15M 2.19%
+23,199
20
$3.06M 2.13%
+26,530
21
$3.03M 2.11%
+20,990
22
$2.93M 2.03%
+18,415
23
$2.88M 2%
+23,208
24
$2.73M 1.89%
+14,075
25
$2.59M 1.79%
+6,821
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