EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
+7.82%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.47%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Industrials | 1.46% |
| 3 | Consumer Staples | 1.3% |
| 4 | Financials | 1.07% |
| 5 | Consumer Discretionary | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 3000 ETF
IWV
$16.5B
| $15.3K | 0.01% |
+56
| New | +$15.3K |
|
102
Vanguard Total Corporate Bond ETF
VTC
$1.22B
| $14.3K | 0.01% |
+185
| New | +$14.3K |
|
103
Vanguard Consumer Staples ETF
VDC
$7.6B
| $14.3K | 0.01% |
+75
| New | +$14.3K |
|
104
Vanguard Health Care ETF
VHT
$15.6B
| $13.2K | 0.01% |
+53
| New | +$13.2K |
|
105
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $10.2K | 0.01% |
+125
| New | +$10.2K |
|
106
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $9.41K | 0.01% |
+60
| New | +$9.41K |
|
107
Avantis Emerging Markets Value ETF
AVES
$771M
| $7.59K | 0.01% |
+165
| New | +$7.59K |
|
108
iShares Core MSCI Total International Stock ETF
IXUS
$47.5B
| $5.84K | 0.01% |
+90
| New | +$5.84K |
|
109
Avantis Emerging Markets Equity ETF
AVEM
$12B
| $2.03K | ﹤0.01% |
+36
| New | +$2.03K |
|
110
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$5.9B
| $849 | ﹤0.01% |
+34
| New | +$849 |
|