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
$141M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$943K
3
+$653K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$602K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$542K

Top Sells

1
+$521K
2
+$347K
3
+$323K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$303K
5
IBM icon
IBM
IBM
+$269K

Sector Composition

1 Technology 3.95%
2 Financials 2.83%
3 Industrials 1.35%
4 Communication Services 0.85%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.7K 0.03%
907
102
$46.5K 0.03%
90
+41
103
$40K 0.03%
603
104
$34.1K 0.02%
+218
105
$31.5K 0.02%
540
106
$30.8K 0.02%
311
107
$23.6K 0.02%
522
-114
108
$21.5K 0.02%
176
109
$20K 0.01%
+374
110
$19K 0.01%
308
111
$19K 0.01%
479
112
$18.1K 0.01%
278
-8
113
$17.8K 0.01%
56
114
$17.8K 0.01%
+90
115
$16.4K 0.01%
75
116
$14.2K 0.01%
185
117
$14.1K 0.01%
53
118
$12.1K 0.01%
60
119
$12.1K 0.01%
337
120
$11.8K 0.01%
+192
121
$11.6K 0.01%
111
122
$10.2K 0.01%
125
123
$9.99K 0.01%
77
124
$8.11K 0.01%
172
125
$4.53K ﹤0.01%
24
2 3 4
5
6