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
$115M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.14M
3
+$625K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$606K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$509K

Top Sells

1
+$1.2M
2
+$955K
3
+$636K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$557K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$540K

Sector Composition

1 Technology 2.19%
2 Industrials 1.63%
3 Financials 1.2%
4 Consumer Discretionary 0.6%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.2K 0.01%
60
102
$10.1K 0.01%
125
103
$7.82K 0.01%
165
104
$6.11K 0.01%
90
105
$2.32K ﹤0.01%
40
+4
106
$867 ﹤0.01%
34
107
– –
-379
108
– –
-8,207
109
– –
-481
110
– –
-1,082
111
– –
-2,563
112
– –
-2,399
113
– –
-351
1 2 3 4
5