EWA
Elevate Wealth Advisory Portfolio holdings
AUM $141M
This Quarter Return
+1.41%
1 Year Return
+5.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$7.82M (+6%)
Cap. Flow
+$5.77M
Cap. Flow % of AUM
4.08%
Top 10 Holdings %Top 10 Hldgs %
56.92%
Holding
134
New
17
Increased
49
Reduced
29
Closed
2
Top Buys
| 1 | $1.07M | |
| 2 | $943K | |
| 3 | $653K | |
| 4 | $602K | |
| 5 | $542K |
Top Sells
| 1 | $521K | |
| 2 | $347K | |
| 3 | $323K | |
| 4 | $303K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.24K | ﹤0.01% | 51 | – | – | |||
| $3.19K | ﹤0.01% | 53 | – | – | |||
| $2.83K | ﹤0.01% | +92 | New | +$2.83K | |||
| $1.92K | ﹤0.01% | +27 | New | +$1.92K | |||
| $1.11K | ﹤0.01% | 42 | – | – | |||
| $504 | ﹤0.01% | +2 | New | +$504 | |||
| $44 | ﹤0.01% | +1 | New | +$44 | |||
| – | – | -3,014 | Closed | -$206K | |||
| – | – | -1,225 | Closed | -$269K |
