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
$220M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.51M
3
+$7.82M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$7.49M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Top Sells

1
+$10.4M
2
+$5.75M
3
+$4.41M
4
VRSK icon
Verisk Analytics
VRSK
+$3.62M
5
BABA icon
Alibaba
BABA
+$3.62M

Sector Composition

1 Technology 31.73%
2 Communication Services 9.35%
3 Consumer Discretionary 8.5%
4 Healthcare 6.34%
5 Materials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 8.94%
52,308
+17,760
2
$14.3M 6.52%
+145,098
3
$12.2M 5.57%
63,626
+10,126
4
$12.2M 5.54%
246,010
+75,970
5
$8.51M 3.87%
+17,904
6
$8.34M 3.79%
59,174
+37,998
7
$8.07M 3.67%
36,752
+35,625
8
$8.01M 3.64%
52,749
+11,954
9
$7.59M 3.45%
21,438
+19,754
10
$7.49M 3.4%
+77,061
11
$7.17M 3.26%
+168,379
12
$7.16M 3.25%
+181,581
13
$5.25M 2.39%
+176,095
14
$4.94M 2.25%
+22,903
15
$4.7M 2.14%
+23,830
16
$4.54M 2.06%
+35,731
17
$3.83M 1.74%
+182,963
18
$3.76M 1.71%
14,432
+13,379
19
$3.76M 1.71%
74,728
+10,246
20
$3.36M 1.53%
+65,846
21
$3.3M 1.5%
20,347
+5,048
22
$3.27M 1.49%
+16,503
23
$3.26M 1.48%
5,213
+1,666
24
$3.22M 1.46%
+24,251
25
$3.22M 1.46%
9,166
+8,371
1
2 3 4 5