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
1
$13.1M 9.3%
107,568
-1,165
2
$12.3M 8.7%
206,725
+2,321
3
$11.7M 8.28%
149,330
+6,389
4
$9.76M 6.92%
248,054
-23
5
$8.21M 5.81%
79,332
+3,129
6
$5.43M 3.85%
78,855
+13,684
7
$5.09M 3.6%
58,355
-5,978
8
$5.05M 3.58%
93,561
+3,822
9
$4.87M 3.45%
82,579
-1,008
10
$4.86M 3.44%
69,643
-4,342
11
$3.72M 2.63%
41,058
+1,012
12
$3.37M 2.38%
65,384
+1,044
13
$3.35M 2.37%
109,656
+3,034
14
$2.71M 1.92%
5,084
+1,018
15
$2.67M 1.89%
44,221
+85
16
$2.31M 1.64%
10,404
+1,684
17
$2.19M 1.55%
43,810
+371
18
$1.93M 1.36%
50,107
-1,732
19
$1.74M 1.23%
29,133
-128
20
$1.69M 1.2%
18,058
+989
21
$1.64M 1.16%
34,490
-6,795
22
$1.59M 1.13%
56,983
+3,915
23
$1.56M 1.11%
13,503
+163
24
$1.27M 0.9%
48,590
+20
25
$1.22M 0.87%
12,710
+5
1
2 3 4 5