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
$115M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.14M
3
+$625K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$606K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$509K

Top Sells

1
+$1.2M
2
+$955K
3
+$636K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$557K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$540K

Sector Composition

1 Technology 2.19%
2 Industrials 1.63%
3 Financials 1.2%
4 Consumer Discretionary 0.6%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64.3K 0.06%
1,254
77
$64.1K 0.06%
2,707
+8
78
$62.6K 0.05%
2,340
+930
79
$61K 0.05%
680
80
$60.8K 0.05%
2,132
81
$59.6K 0.05%
1,256
82
$59.4K 0.05%
1,674
83
$55.4K 0.05%
516
-280
84
$39.9K 0.03%
361
85
$39.2K 0.03%
+81
86
$35.1K 0.03%
551
-4
87
$34.9K 0.03%
551
-356
88
$34.3K 0.03%
350
+42
89
$32.8K 0.03%
540
90
$32.6K 0.03%
296
91
$26.6K 0.02%
636
+6
92
$23.3K 0.02%
189
93
$20.2K 0.02%
176
94
$19K 0.02%
36
95
$19K 0.02%
479
96
$17.9K 0.02%
308
97
$16.8K 0.01%
56
98
$15.3K 0.01%
75
99
$14.3K 0.01%
53
100
$14.2K 0.01%
185
1 2 3
4
5