EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
-0.18%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+7.3%)
Cap. Flow
+$9.16M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
59.56%
Holding
114
New
8
Increased
44
Reduced
23
Closed
3
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$917K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$871K |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$822K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$791K |
| 5 |
Fortinet
FTNT
|
$771K |
Top Sells
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Industrials | 1.66% |
| 3 | Financials | 1.08% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Consumer Staples | 0.52% |
