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
$141M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$943K
3
+$653K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$602K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$542K

Top Sells

1
+$521K
2
+$347K
3
+$323K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$303K
5
IBM icon
IBM
IBM
+$269K

Sector Composition

1 Technology 3.95%
2 Financials 2.83%
3 Industrials 1.35%
4 Communication Services 0.85%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.11%
5,597
-3,916
77
$140K 0.1%
257
+221
78
$123K 0.09%
4,058
79
$114K 0.08%
+1,857
80
$106K 0.08%
1,650
-265
81
$102K 0.07%
3,679
+922
82
$98.7K 0.07%
3,925
83
$97.5K 0.07%
263
-19
84
$96.1K 0.07%
171
85
$94.9K 0.07%
3,507
-3,201
86
$82.5K 0.06%
698
87
$82.2K 0.06%
1,953
88
$80.3K 0.06%
1,534
+280
89
$76.5K 0.05%
+545
90
$75.4K 0.05%
378
+1
91
$72.6K 0.05%
2,992
92
$66.4K 0.05%
868
+219
93
$61.6K 0.04%
680
94
$60.6K 0.04%
1,674
95
$58.4K 0.04%
2,132
96
$58.2K 0.04%
2,703
-777
97
$54.9K 0.04%
494
-22
98
$52.9K 0.04%
1,095
-103
99
$50.8K 0.04%
294
100
$50.3K 0.04%
946
2 3
4
5 6