EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
+7.82%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.47%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Industrials | 1.46% |
| 3 | Consumer Staples | 1.3% |
| 4 | Financials | 1.07% |
| 5 | Consumer Discretionary | 0.52% |
