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
$141M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$943K
3
+$653K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$602K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$542K

Top Sells

1
+$521K
2
+$347K
3
+$323K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$303K
5
IBM icon
IBM
IBM
+$269K

Sector Composition

1 Technology 3.95%
2 Financials 2.83%
3 Industrials 1.35%
4 Communication Services 0.85%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.3%
+6,990
52
$426K 0.3%
17,913
+215
53
$372K 0.26%
2,177
+41
54
$371K 0.26%
1,012
-2
55
$365K 0.26%
6,336
+28
56
$345K 0.24%
2,194
+1
57
$332K 0.24%
1,209
58
$321K 0.23%
12,382
+123
59
$298K 0.21%
8,998
+1
60
$288K 0.2%
11,132
+2
61
$277K 0.2%
9,857
-32
62
$276K 0.2%
1,805
+1,299
63
$255K 0.18%
2,892
+24
64
$254K 0.18%
1,334
+61
65
$248K 0.18%
529
66
$241K 0.17%
+2,583
67
$237K 0.17%
1,067
-28
68
$235K 0.17%
3,016
69
$220K 0.16%
4,309
+7
70
$220K 0.16%
+1,847
71
$210K 0.15%
8,874
-966
72
$207K 0.15%
+845
73
$201K 0.14%
2,621
74
$161K 0.11%
1,389
+18
75
$151K 0.11%
801
+1
1 2
3
4 5