EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$146M
1-Year Est. Return
15.6%
This Fund
S&P 500
1 Year Est. Return
+15.6%
AUM
$146M
AUM Growth
+$8.65M
(+6.3%)
Holding
129
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.24M | |
| 3 | +$832K | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$828K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$661K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$520K | |
| 3 | +$453K | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$264K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$262K |
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Financials | 1.17% |
| 3 | Utilities | 0.97% |
| 4 | Communication Services | 0.85% |
| 5 | Consumer Discretionary | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Floating Rate Bond ETF
FLOT
$9.23B
| – | – |
-880
|
|
||
127
Fortinet
FTNT
$61.8B
| – | – |
-12,642
|
|
||
|
IBDQ
128
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-6,709
|
|
||
129
Coca-Cola
KO
$334B
| – | – |
-6,786
|
|