EWA

Elevate Wealth Advisory Portfolio holdings

AUM $146M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$915K
2
+$866K
3
+$816K
4
FTNT icon
Fortinet
FTNT
+$795K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$771K

Top Sells

1
+$173K
2
+$133K
3
+$99.6K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$83.3K
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
51
$290K 0.24%
2,192
52
$266K 0.22%
10,266
-2,089
53
$263K 0.21%
+5,251
54
$254K 0.21%
+529
55
$247K 0.2%
9,366
+129
56
$240K 0.19%
1,095
57
$236K 0.19%
7,364
+134
58
$231K 0.19%
2,561
-150
59
$229K 0.19%
7,952
+42
60
$224K 0.18%
+1,158
61
$221K 0.18%
9,840
62
$220K 0.18%
7,758
63
$220K 0.18%
3,176
-410
64
$218K 0.18%
4,274
+12
65
$202K 0.16%
+1,750
66
$183K 0.15%
6,665
67
$172K 0.14%
697
+97
68
$134K 0.11%
5,447
+17
69
$124K 0.1%
1,104
+12
70
$109K 0.09%
3,975
71
$93.6K 0.08%
171
72
$88.7K 0.07%
4,221
73
$87.3K 0.07%
233
74
$80.6K 0.07%
698
75
$78.4K 0.06%
1,919
1 2
3
4 5