EWA
Elevate Wealth Advisory Portfolio holdings
AUM $141M
AUM
$141M
AUM Growth
+$7.82M (+6%)
Cap. Flow
+$6.24M
Cap. Flow % of AUM
4.42%
Top 10 Holdings %Top 10 Hldgs %
56.92%
Holding
134
New
17
Increased
49
Reduced
29
Closed
2
Top Buys
| 1 | $1.07M | |
| 2 | $943K | |
| 3 | $653K | |
| 4 | $602K | |
| 5 | $542K |
Top Sells
| 1 | $521K | |
| 2 | $347K | |
| 3 | $323K | |
| 4 | $303K | |
| 5 | $160K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $46.7K | 0.03% | 907 | – | – | |||
| $46.5K | 0.03% | 90 +41 | +84% | +$21.2K | |||
| $40K | 0.03% | 603 | – | – | |||
| $34.1K | 0.02% | 218 | New | +$34.1K | |||
| $31.5K | 0.02% | 540 | – | – | |||
| $30.8K | 0.02% | 311 | – | – | |||
| $23.6K | 0.02% | 522 -114 | -18% | -$5.16K | |||
| $21.5K | 0.02% | 176 | – | – | |||
| $20K | 0.01% | 374 | New | +$20K | |||
| $19K | 0.01% | 308 | – | – | |||
| $19K | 0.01% | 479 | – | – | |||
| $18.1K | 0.01% | 278 -8 | -3% | -$522 | |||
| $17.8K | 0.01% | 56 | – | – | |||
| $17.8K | 0.01% | 90 | New | +$17.8K | |||
| $16.4K | 0.01% | 75 | – | – | |||
| $14.2K | 0.01% | 185 | – | – | |||
| $14.1K | 0.01% | 53 | – | – | |||
| $12.1K | 0.01% | 60 | – | – | |||
| $12.1K | 0.01% | 337 | – | – | |||
| $11.8K | 0.01% | 192 | New | +$11.8K | |||
| $11.6K | 0.01% | 111 | – | – | |||
| $10.2K | 0.01% | 125 | – | – | |||
| $9.99K | 0.01% | 77 | – | – | |||
| $8.11K | 0.01% | 172 | – | – | |||
| $4.53K | 0% | 24 | – | – |
