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
$115M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.14M
3
+$625K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$606K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$509K

Top Sells

1
+$1.2M
2
+$955K
3
+$636K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$557K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$540K

Sector Composition

1 Technology 2.19%
2 Industrials 1.63%
3 Financials 1.2%
4 Consumer Discretionary 0.6%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.22%
1,095
52
$249K 0.22%
9,237
+75
53
$243K 0.21%
2,711
+696
54
$238K 0.21%
7,910
-2,791
55
$236K 0.21%
3,287
-7
56
$229K 0.2%
7,230
-482
57
$221K 0.19%
9,840
-321
58
$221K 0.19%
3,577
-23
59
$218K 0.19%
4,262
-3,527
60
$192K 0.17%
1,829
-117
61
$173K 0.15%
6,665
-1,601
62
$136K 0.12%
5,430
+1
63
$136K 0.12%
600
64
$121K 0.11%
1,887
-5,551
65
$121K 0.11%
1,092
+39
66
$112K 0.1%
3,975
67
$109K 0.09%
+823
68
$96.5K 0.08%
1,314
-42
69
$89.9K 0.08%
171
70
$85.9K 0.07%
4,221
71
$80.8K 0.07%
698
-252
72
$80.2K 0.07%
233
+88
73
$79.2K 0.07%
1,919
-3,009
74
$78.6K 0.07%
374
+1
75
$69.5K 0.06%
427
+133
1 2
3
4 5