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
$133M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$440K
3
+$360K
4
IBM icon
IBM
IBM
+$269K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$219K

Top Sells

1
+$268K
2
+$263K
3
+$214K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$201K

Sector Composition

1 Technology 4.36%
2 Industrials 1.84%
3 Financials 1.38%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.1K 0.01%
286
102
$18.9K 0.01%
308
103
$18.7K 0.01%
56
104
$17.8K 0.01%
479
105
$15.9K 0.01%
75
106
$14K 0.01%
185
107
$13.5K 0.01%
53
108
$12.8K 0.01%
111
109
$12.4K 0.01%
60
110
$11.1K 0.01%
337
111
$10K 0.01%
125
112
$9.34K 0.01%
77
113
$7.95K 0.01%
172
114
$4.51K ﹤0.01%
24
115
$3.12K ﹤0.01%
53
+8
116
$3.1K ﹤0.01%
51
117
$1.1K ﹤0.01%
42
+8
118
– –
-10,645
119
– –
-8,370
120
– –
-1,755
121
– –
-7,758
122
– –
-1,913
1 2 3 4
5