EWA

Elevate Wealth Advisory Portfolio holdings

AUM $138M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$943K
3
+$653K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$602K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$542K

Top Sells

1
+$521K
2
+$347K
3
+$323K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$303K
5
IBM icon
IBM
IBM
+$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 Change
in Stake 		Capital Flow
126
$3.24K ﹤0.01%
51
127
$3.19K ﹤0.01%
53
128
$2.83K ﹤0.01%
+92
129
$1.92K ﹤0.01%
+27
130
$1.11K ﹤0.01%
42
131
$504 ﹤0.01%
+2
132
$44 ﹤0.01%
+1
133
– –
-1,225
134
– –
-3,014
2 3 4 5
6