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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.82M
3
+$8.97M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$6.06M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.46%
3 Consumer Staples 1.3%
4 Financials 1.07%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65.3K 0.06%
+2,699
77
$64.3K 0.06%
+1,254
78
$60.6K 0.06%
+680
79
$59.7K 0.05%
+1,256
80
$59K 0.05%
+2,132
81
$58.4K 0.05%
+1,674
82
$56.2K 0.05%
+907
83
$45.1K 0.04%
+145
84
$44K 0.04%
+294
85
$39.1K 0.04%
+361
86
$36K 0.03%
+1,410
87
$34.2K 0.03%
+1,082
88
$33.5K 0.03%
+555
89
$30.6K 0.03%
+308
90
$30.2K 0.03%
+296
91
$29.9K 0.03%
+540
92
$27.5K 0.03%
+379
93
$26.6K 0.02%
+481
94
$25.9K 0.02%
+630
95
$22.2K 0.02%
+189
96
$18.5K 0.02%
+176
97
$18.2K 0.02%
+351
98
$18K 0.02%
+479
99
$17.5K 0.02%
+36
100
$16.6K 0.02%
+308
1 2 3
4
5