ECA

Elevation Capital Advisory Portfolio holdings

AUM $250M
1-Year Est. Return 19.64%
This Quarter Est. Return
1 Year Est. Return
+19.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.4M
3
+$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.34M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$8.48M

Top Sells

1
+$10.6M
2
+$9.41M
3
+$9.06M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.71M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$8.53M

Sector Composition

1 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.06%
23,643
+1,436
27
$2.14M 0.92%
18,116
+9,202
28
$1.73M 0.74%
57,304
-12,324
29
$1.59M 0.68%
10,261
+4,938
30
$1.42M 0.61%
+3,783
31
$1.37M 0.59%
11,086
+661
32
$1.34M 0.57%
24,733
+1,532
33
$1.29M 0.55%
15,953
+962
34
$1.29M 0.55%
13,909
-91,914
35
$1.28M 0.55%
46,883
+3,191
36
$967K 0.41%
+4,574
37
$388K 0.17%
17,723
-21,580
38
$377K 0.16%
+3,649
39
$376K 0.16%
2,301
+1,102
40
$375K 0.16%
+1,025
41
$371K 0.16%
+4,164
42
$368K 0.16%
+1,879
43
$346K 0.15%
+4,028
44
$309K 0.13%
+2,964
45
$309K 0.13%
3,037
-1,673
46
$297K 0.13%
+7,669
47
$255K 0.11%
+3,804
48
$234K 0.1%
3,104
-184
49
$234K 0.1%
3,126
-429
50
$224K 0.1%
+1,020
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