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
$141M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$943K
3
+$653K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$602K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$542K

Top Sells

1
+$521K
2
+$347K
3
+$323K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$303K
5
IBM icon
IBM
IBM
+$269K

Sector Composition

1 Technology 3.95%
2 Financials 2.83%
3 Industrials 1.35%
4 Communication Services 0.85%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.8%
5,970
-5
27
$1.07M 0.76%
+14,957
28
$1.07M 0.76%
34,165
-228
29
$1.06M 0.75%
11,446
+6
30
$955K 0.68%
7,209
+1
31
$944K 0.67%
2,862
-1,051
32
$838K 0.59%
9,073
+6,513
33
$835K 0.59%
16,828
+1,027
34
$801K 0.57%
20,891
+2,240
35
$770K 0.55%
23,329
-36
36
$746K 0.53%
1,987
+239
37
$728K 0.52%
15,323
-3,370
38
$669K 0.47%
9,274
+19
39
$665K 0.47%
5,160
+39
40
$660K 0.47%
13,017
-785
41
$653K 0.46%
+1,132
42
$611K 0.43%
5,792
43
$589K 0.42%
14,013
-191
44
$569K 0.4%
6,186
-14
45
$516K 0.37%
+3,340
46
$507K 0.36%
4,800
+606
47
$500K 0.35%
4,617
+77
48
$500K 0.35%
2,928
+115
49
$457K 0.32%
11,093
+26
50
$442K 0.31%
15,165
+589
1
2
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