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
$111M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.85M
3
+$6.75M
4
BKR icon
Baker Hughes
BKR
+$5.75M
5
NVDA icon
NVIDIA
NVDA
+$3.9M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$7.42M
4
LRCX icon
Lam Research
LRCX
+$5.86M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$5.43M

Sector Composition

1 Technology 35.27%
2 Consumer Discretionary 11.78%
3 Industrials 8.96%
4 Healthcare 7.61%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 9.86%
34,548
+21,690
2
$10.4M 9.42%
+102,032
3
$9.16M 8.28%
53,500
+39,425
4
$7.4M 6.68%
170,040
+89,730
5
$5.75M 5.19%
+162,709
6
$5.19M 4.69%
40,795
-15,334
7
$4.41M 3.99%
36,704
+13,496
8
$3.62M 3.28%
15,343
+1,189
9
$3.62M 3.27%
41,776
-32,464
10
$3.6M 3.25%
+40,462
11
$3.58M 3.24%
+12,264
12
$2.79M 2.52%
21,176
-10,641
13
$2.79M 2.52%
4,309
-2,272
14
$2.61M 2.36%
22,660
+132
15
$2.29M 2.07%
+64,482
16
$2.21M 2%
+8,115
17
$2.12M 1.91%
15,299
-5,691
18
$1.92M 1.74%
+7,029
19
$1.81M 1.64%
+3,547
20
$1.69M 1.52%
+11,750
21
$1.67M 1.51%
+31,208
22
$1.11M 1%
+41,065
23
$989K 0.89%
+14,834
24
$984K 0.89%
7,517
+797
25
$894K 0.81%
+13,900
1
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