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
$254M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.94M
3
+$7.93M
4
MU icon
Micron Technology
MU
+$7.34M
5
MSFU icon
Direxion Daily MSFT Bull 2X Shares
MSFU
+$6.94M

Top Sells

1
+$8.31M
2
+$7.74M
3
+$7.49M
4
AAPL icon
Apple
AAPL
+$7.29M
5
FCX icon
Freeport-McMoran
FCX
+$7.17M

Sector Composition

1 Technology 33.55%
2 Healthcare 9.72%
3 Industrials 8.52%
4 Communication Services 8.35%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 8.94%
250,810
+4,800
2
$22.3M 8.81%
53,065
+757
3
$12.6M 4.98%
26,006
+4,568
4
$11.8M 4.66%
65,541
+12,792
5
$9.09M 3.58%
38,545
+1,793
6
$8.97M 3.54%
209,026
+27,445
7
$8.84M 3.49%
66,140
+30,409
8
$8.54M 3.37%
+33,750
9
$8.52M 3.36%
10,955
+10,210
10
$8.22M 3.24%
357,153
+344,453
11
$7.47M 2.94%
207,884
+120,394
12
$7.34M 2.9%
+62,272
13
$7.1M 2.8%
75,062
-70,036
14
$6.94M 2.74%
+151,531
15
$6.37M 2.51%
24,513
+1,610
16
$6.25M 2.46%
+97,313
17
$6.24M 2.46%
30,272
+9,925
18
$5.85M 2.31%
+287,765
19
$5.59M 2.21%
+45,714
20
$5.56M 2.19%
+37,826
21
$4.69M 1.85%
59,723
+18,440
22
$4.28M 1.69%
15,321
+889
23
$4.03M 1.59%
39,776
+15,542
24
$4.02M 1.59%
17,408
+905
25
$4M 1.58%
25,029
+778
1
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