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
$133M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$440K
3
+$360K
4
IBM icon
IBM
IBM
+$269K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$219K

Top Sells

1
+$268K
2
+$263K
3
+$214K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$201K

Sector Composition

1 Technology 4.36%
2 Industrials 1.84%
3 Financials 1.38%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.9%
12,705
-94
27
$1.11M 0.83%
5,975
-15
28
$1.06M 0.79%
11,440
-816
29
$1M 0.75%
34,393
+594
30
$876K 0.66%
18,693
31
$834K 0.63%
7,208
+7
32
$815K 0.61%
18,651
+2,391
33
$808K 0.61%
23,365
-769
34
$792K 0.59%
15,801
+297
35
$737K 0.55%
1,748
+1,043
36
$696K 0.52%
13,802
+738
37
$653K 0.49%
5,121
+283
38
$617K 0.46%
5,792
+118
39
$610K 0.46%
4,540
+302
40
$586K 0.44%
14,204
+45
41
$576K 0.43%
9,255
+37
42
$510K 0.38%
6,200
+123
43
$501K 0.38%
2,813
+724
44
$453K 0.34%
11,067
-452
45
$442K 0.33%
4,194
+353
46
$412K 0.31%
17,698
+4,163
47
$394K 0.3%
1,014
+11
48
$387K 0.29%
14,576
+17
49
$362K 0.27%
6,308
-50
50
$350K 0.26%
1,209
1
2
3 4 5