Portfolio (Quarterly)
Guide ↗
ELEVATUS WELATH MANAGEMENT
· CIK 0001982776| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | TE | T1 ENERGY INC | Industrials | 10,000.0 | $44K | 0.02% | — | — | $4.39 | +144.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.1%
Industrials
11.5%
Communication Services
11.4%
Financial Services
10.8%
Energy
9.3%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Healthcare
3.4%
Real Estate
3.0%
Basic Materials
1.3%