EWA

Elevate Wealth Advisory Portfolio holdings

AUM $138M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$871K
3
+$822K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$791K
5
FTNT icon
Fortinet
FTNT
+$771K

Top Sells

1
+$171K
2
+$137K
3
+$99.9K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$85.2K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$65.5K

Sector Composition

1 Technology 3.14%
2 Industrials 1.66%
3 Financials 1.08%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.88%
6,192
-282
27
$1.06M 0.86%
40,476
+1,269
28
$1.03M 0.84%
34,818
-5,749
29
$970K 0.79%
20,644
+1,158
30
$869K 0.71%
26,953
+239
31
$771K 0.63%
+12,793
32
$733K 0.59%
7,304
+2,921
33
$638K 0.52%
15,363
-472
34
$636K 0.52%
9,916
+6,339
35
$605K 0.49%
5,674
+25
36
$520K 0.42%
4,211
+191
37
$520K 0.42%
10,292
+99
38
$502K 0.41%
14,891
+2,374
39
$500K 0.41%
4,214
+774
40
$472K 0.38%
6,089
+2,802
41
$463K 0.38%
11,789
+28
42
$413K 0.34%
3,954
+2,125
43
$392K 0.32%
14,559
-1,899
44
$357K 0.29%
6,338
-80
45
$345K 0.28%
1,003
46
$342K 0.28%
2,003
+22
47
$337K 0.27%
2,256
-193
48
$324K 0.26%
1,209
-7
49
$316K 0.26%
706
+102
50
$299K 0.24%
13,535
+236
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