EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
-2.64%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-1%)
Cap. Flow
+$4.25M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
57.8%
Holding
122
New
1
Increased
62
Reduced
14
Closed
5
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.02M |
| 2 |
Dimensional International Value ETF
DFIV
|
$544K |
| 3 |
Microsoft
MSFT
|
$440K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$360K |
| 5 |
IBM
IBM
|
$269K |
Top Sells
| 1 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$268K |
| 2 |
Weyerhaeuser
WY
|
$263K |
| 3 |
Aflac
AFL
|
$214K |
| 4 |
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% |
