EWA
Elevate Wealth Advisory Portfolio holdings
AUM
$138M
1-Year Est. Return
10.26%
1 Year Est. Return
+10.26%
AUM
$141M
AUM Growth
-$633K
(-0.45%)
Holding
139
Top Buys
| 1 | +$378K | |
| 2 | +$315K | |
| 3 | +$243K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$230K |
| 5 |
Carrier Global
CARR
|
+$223K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$1.05M | |
| 3 | +$963K | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$804K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$726K |
Sector Composition
| 1 | Technology | 4.09% |
| 2 | Financials | 2.17% |
| 3 | Industrials | 1.66% |
| 4 | Communication Services | 0.69% |
| 5 | Consumer Staples | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Energy ETF
VDE
$7.22B
| $9.17K | 0.01% |
77
|
|
||
127
Vanguard Materials ETF
VAW
$2.79B
| $4.68K | ﹤0.01% |
24
|
|
||
128
Avantis US Large Cap Value ETF
AVLV
$8.38B
| $4.16K | ﹤0.01% |
61
-217
|
|
||
129
Avantis Emerging Markets Equity ETF
AVEM
$13.7B
| $3.77K | ﹤0.01% |
55
+2
|
|
||
130
Avantis Emerging Markets Value ETF
AVES
$815M
| $3.21K | ﹤0.01% |
60
-112
|
|
||
131
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $2.82K | ﹤0.01% |
92
|
|
||
132
Avantis All Equity Markets ETF
AVGE
$625M
| $2.01K | ﹤0.01% |
26
-1
|
|
||
133
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.49B
| $1.25K | ﹤0.01% |
42
|
|
||
134
iShares Core Moderate Allocation ETF
AOM
$1.62B
| $506 | ﹤0.01% |
11
+10
|
|
||
135
Vanguard Small-Cap Growth ETF
VBK
$21B
| – | – |
-2
|
|
||
136
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-378
|
|
||
137
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| – | – |
-698
|
|
||
138
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| – | – |
-680
|
|
||
139
Avantis US Mid Cap Value ETF
AVMV
$269M
| – | – |
-6,990
|
|