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
$135M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$393K
3
+$334K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$268K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$251K

Top Sells

1
+$98.7K
2
+$96.7K
3
+$93.1K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$54.7K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$52K

Sector Composition

1 Technology 3.37%
2 Industrials 1.97%
3 Financials 1.28%
4 Consumer Discretionary 0.69%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.2K 0.02%
49
102
$22.2K 0.02%
176
103
$21.3K 0.02%
36
104
$19.9K 0.01%
479
105
$19.3K 0.01%
308
106
$18.8K 0.01%
286
-12
107
$18.3K 0.01%
56
108
$16.5K 0.01%
75
109
$15.8K 0.01%
200
+25
110
$15K 0.01%
53
111
$14.7K 0.01%
185
112
$13K 0.01%
111
-250
113
$12.5K 0.01%
337
+44
114
$12.2K 0.01%
60
115
$10.5K 0.01%
125
116
$9.51K 0.01%
+77
117
$8.97K 0.01%
172
+7
118
$5.09K ﹤0.01%
+24
119
$3.45K ﹤0.01%
51
-500
120
$2.91K ﹤0.01%
45
+3
121
$957 ﹤0.01%
34
1 2 3 4
5