EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
This Quarter Return
+4.68%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+5.2%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
59.46%
Holding
113
New
3
Increased
35
Reduced
40
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Industrials | 1.63% |
| 3 | Financials | 1.2% |
| 4 | Consumer Discretionary | 0.6% |
| 5 | Real Estate | 0.24% |
