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
$123M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$871K
3
+$822K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$791K
5
FTNT icon
Fortinet
FTNT
+$771K

Top Sells

1
+$171K
2
+$137K
3
+$99.9K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$85.2K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$65.5K

Sector Composition

1 Technology 3.14%
2 Industrials 1.66%
3 Financials 1.08%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.3K 0.01%
56
102
$15.3K 0.01%
75
103
$14.1K 0.01%
53
104
$14K 0.01%
185
105
$13.1K 0.01%
175
-1,139
106
$11.7K 0.01%
60
107
$10.2K 0.01%
+293
108
$9.99K 0.01%
125
109
$8.04K 0.01%
165
110
$2.57K ﹤0.01%
42
+2
111
$909 ﹤0.01%
34
112
– –
-90
113
– –
-296
114
– –
-189
1 2 3 4
5