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
$123M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$871K
3
+$822K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$791K
5
FTNT icon
Fortinet
FTNT
+$771K

Top Sells

1
+$171K
2
+$137K
3
+$99.9K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$85.2K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$65.5K

Sector Composition

1 Technology 3.14%
2 Industrials 1.66%
3 Financials 1.08%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76K 0.06%
375
+1
77
$68.9K 0.06%
427
78
$67.7K 0.06%
2,914
+207
79
$67.1K 0.05%
+1,314
80
$66.8K 0.05%
506
-317
81
$64.3K 0.05%
1,254
82
$61.5K 0.05%
2,340
83
$60.2K 0.05%
680
84
$58.8K 0.05%
2,132
85
$58.6K 0.05%
1,674
86
$56.7K 0.05%
1,198
-58
87
$55.1K 0.04%
516
88
$38.5K 0.03%
361
89
$35.5K 0.03%
570
+19
90
$34.7K 0.03%
+559
91
$34K 0.03%
551
92
$31.6K 0.03%
540
93
$30.2K 0.02%
311
-39
94
$27.8K 0.02%
636
95
$24.8K 0.02%
49
-32
96
$21K 0.02%
176
97
$20.9K 0.02%
36
98
$18.7K 0.02%
298
-1,589
99
$18.7K 0.02%
479
100
$17.7K 0.01%
308
1 2 3
4
5