EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$141M
1-Year Return
11.7%
This Quarter Return
+5.95%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
-$633K
(-0.45%)
Cap. Flow
-$8.41M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
55.84%
Holding
139
New
7
Increased
49
Reduced
44
Closed
5
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$378K |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
+$315K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$243K |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$230K |
| 5 |
Carrier Global
CARR
|
+$223K |
Top Sells
Sector Composition
| 1 | Technology | 4.09% |
| 2 | Financials | 2.17% |
| 3 | Industrials | 1.66% |
| 4 | Communication Services | 0.69% |
| 5 | Consumer Staples | 0.68% |
