EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
+1.41%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+5.9%)
Cap. Flow
+$5.77M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
56.92%
Holding
134
New
17
Increased
49
Reduced
29
Closed
2
Top Buys
| 1 |
Wells Fargo
WFC
|
$1.07M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$943K |
| 3 |
Meta Platforms (Facebook)
META
|
$653K |
| 4 |
Avantis US Equity ETF
AVUS
|
$602K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$542K |
Top Sells
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$521K |
| 2 |
Caterpillar
CAT
|
$347K |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
$323K |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$303K |
| 5 |
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% |
