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EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$158M
1-Year Est. Return
15.64%
This Fund
S&P 500
1 Year Est. Return
+15.64%
AUM
$158M
AUM Growth
+$12.1M
(+8.3%)
Holding
128
Top Buys
| 1 | +$1.02M | |
| 2 | +$999K | |
| 3 | +$954K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$776K |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$725K |
Top Sells
| 1 | +$508K | |
| 2 | +$478K | |
| 3 | +$371K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$183K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$147K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Financials | 0.98% |
| 3 | Utilities | 0.91% |
| 4 | Communication Services | 0.73% |
| 5 | Industrials | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Total Bond Market
BND
$156B
| – | – |
-5,015
|
|
||
127
Vanguard S&P 500 ETF
VOO
$955B
| – | – |
-7
|
|
||
128
Vanguard Total International Stock ETF
VXUS
$147B
| – | – |
-6,738
|
|