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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.82M
3
+$8.97M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$6.06M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.68M

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 Change
in Stake 		Capital Flow
101
$15.3K 0.01%
+56
102
$14.3K 0.01%
+185
103
$14.3K 0.01%
+75
104
$13.2K 0.01%
+53
105
$10.2K 0.01%
+125
106
$9.41K 0.01%
+60
107
$7.58K 0.01%
+165
108
$5.84K 0.01%
+90
109
$2.03K ﹤0.01%
+36
110
$849 ﹤0.01%
+34
1 2 3 4
5