EWM

Elevatus Welath Management Portfolio holdings

AUM $366M
1-Year Est. Return 47.83%
This Quarter Est. Return
1 Year Est. Return
+47.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$12.4M
3
+$10.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.58M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$9.52M

Top Sells

1
+$17.2M
2
+$15.7M
3
+$10.1M
4
TDG icon
TransDigm Group
TDG
+$9.75M
5
GLD icon
SPDR Gold Trust
GLD
+$6.09M

Sector Composition

1 Technology 21.38%
2 Communication Services 9.3%
3 Industrials 6.41%
4 Financials 5.49%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 8.28%
43,712
+39,395
2
$16M 5.33%
32,119
+11,564
3
$15.9M 5.31%
21,582
+16,866
4
$15.1M 5.04%
95,610
+52,595
5
$12M 4.01%
237,503
-96,424
6
$10.9M 3.63%
121,950
+80,591
7
$10.3M 3.44%
+209,815
8
$9.58M 3.19%
+193,427
9
$9.52M 3.17%
+379,012
10
$8.97M 2.99%
+492,598
11
$8.69M 2.9%
+1,279,205
12
$8.17M 2.72%
+154,668
13
$8.05M 2.68%
+164,297
14
$7.6M 2.54%
34,659
+17,896
15
$6.8M 2.27%
+202,772
16
$6.73M 2.24%
37,955
+26,538
17
$6.26M 2.09%
129,730
+66,968
18
$5.9M 1.97%
+273,863
19
$5.46M 1.82%
+28,146
20
$5.28M 1.76%
+94,764
21
$5.01M 1.67%
+10,817
22
$4.99M 1.66%
+29,586
23
$4.45M 1.48%
+8,192
24
$4.28M 1.43%
14,766
+10,650
25
$4.02M 1.34%
8,225
1
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