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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.87M
3
+$9.04M
4
AMD icon
Advanced Micro Devices
AMD
+$7.31M
5
PANW icon
Palo Alto Networks
PANW
+$5.71M

Top Sells

1
+$14.1M
2
+$8.97M
3
+$8.84M
4
PLTR icon
Palantir
PLTR
+$8.81M
5
IQV icon
IQVIA
IQV
+$8.54M

Sector Composition

1 Technology 31.43%
2 Healthcare 8.65%
3 Communication Services 7.81%
4 Financials 7.61%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 8.05%
48,141
-4,924
2
$16.9M 6.31%
136,499
-114,311
3
$14.9M 5.58%
77,142
+11,601
4
$12.2M 4.57%
+476,404
5
$10.3M 3.86%
20,452
-5,554
6
$9.87M 3.69%
+193,903
7
$9.25M 3.46%
183,349
+179,150
8
$8.57M 3.2%
52,827
+45,047
9
$6.24M 2.33%
292,773
+5,008
10
$6.14M 2.3%
25,818
+8,410
11
$5.71M 2.13%
+33,660
12
$5.48M 2.05%
6,048
-4,907
13
$5.43M 2.03%
+14,170
14
$5.19M 1.94%
20,438
-4,075
15
$5.01M 1.87%
+22,300
16
$4.93M 1.85%
+32,505
17
$4.81M 1.8%
+6,113
18
$4.39M 1.64%
+19,763
19
$4.34M 1.62%
27,000
+20,430
20
$4.32M 1.62%
20,511
-578
21
$4.21M 1.57%
+30,217
22
$4M 1.49%
+8,524
23
$3.99M 1.49%
30,358
-31,914
24
$3.81M 1.42%
+32,578
25
$3.6M 1.34%
+8,082
1
2 3 4 5