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
$133M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$440K
3
+$360K
4
IBM icon
IBM
IBM
+$269K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$219K

Top Sells

1
+$268K
2
+$263K
3
+$214K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$201K

Sector Composition

1 Technology 4.36%
2 Industrials 1.84%
3 Financials 1.38%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$98.3K 0.07%
3,925
77
$83.3K 0.06%
377
+1
78
$80.7K 0.06%
698
79
$79.1K 0.06%
1,953
80
$79K 0.06%
3,480
-741
81
$73.5K 0.06%
506
82
$71.7K 0.05%
2,992
+78
83
$71.3K 0.05%
2,757
+181
84
$64.8K 0.05%
1,254
85
$63.3K 0.05%
2,132
86
$60.7K 0.05%
680
87
$57.2K 0.04%
1,198
88
$57.1K 0.04%
1,674
89
$55K 0.04%
516
90
$49.8K 0.04%
294
-133
91
$49.8K 0.04%
946
92
$49.7K 0.04%
649
+449
93
$46.2K 0.03%
907
94
$37K 0.03%
603
+28
95
$33.6K 0.03%
540
96
$30.1K 0.02%
311
97
$28K 0.02%
636
98
$26.7K 0.02%
49
99
$22.7K 0.02%
176
100
$22.6K 0.02%
36
1 2 3
4
5