EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$138M
1-Year Est. Return
10.26%
1 Year Est. Return
+10.26%
AUM
$138M
AUM Growth
-$2.91M
(-2.1%)
Holding
136
Top Buys
| 1 | +$102K | |
| 2 | +$94.6K | |
| 3 | +$82.3K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$81.2K |
| 5 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$71.2K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.57M | |
| 3 | +$1.06M | |
| 4 |
Samsara
IOT
|
+$930K |
| 5 |
RTX Corp
RTX
|
+$686K |
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Financials | 1.17% |
| 3 | Communication Services | 0.81% |
| 4 | Industrials | 0.38% |
| 5 | Consumer Staples | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Small-Cap Value ETF
VBR
$31.6B
| – | – |
-78
|
|
||
127
Southern Company
SO
$105B
| – | – |
-6,603
|
|
||
128
Schwab US Mid-Cap ETF
SCHM
$13.7B
| – | – |
-789
|
|
||
129
iShares Preferred and Income Securities ETF
PFF
$14.7B
| – | – |
-92
|
|
||
|
130
Samsara
IOT
$22.5B
| – | – |
-23,376
|
|
||
131
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| – | – |
-485
|
|
||
132
Home Depot
HD
$385B
| – | – |
-860
|
|
||
133
iShares MSCI EAFE Growth ETF
EFG
$11.6B
| – | – |
-338
|
|
||
134
Caterpillar
CAT
$245B
| – | – |
-2,737
|
|
||
135
Carrier Global
CARR
$49.2B
| – | – |
-3,042
|
|
||
136
Vanguard Total Bond Market
BND
$138B
| – | – |
-1,377
|
|