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
51
$349K 0.26%
2,136
+3
52
$311K 0.23%
12,259
+2,293
53
$304K 0.23%
9,889
+1,548
54
$304K 0.23%
8,997
+1,632
55
$294K 0.22%
2,193
+1
56
$279K 0.21%
1,273
+113
57
$273K 0.2%
11,130
+5,679
58
$270K 0.2%
529
59
$269K 0.2%
+1,225
60
$263K 0.2%
1,095
61
$260K 0.19%
2,868
+35
62
$248K 0.19%
2,560
-6
63
$240K 0.18%
9,513
64
$233K 0.17%
9,840
65
$219K 0.16%
4,302
+15
66
$210K 0.16%
3,016
-35
67
$206K 0.15%
3,014
+4
68
$196K 0.15%
2,621
69
$176K 0.13%
6,708
70
$172K 0.13%
800
+1
71
$161K 0.12%
1,371
+13
72
$116K 0.09%
282
+49
73
$115K 0.09%
1,915
+1,356
74
$110K 0.08%
4,058
+83
75
$101K 0.08%
171
1 2
3
4 5