ECA
Elevation Capital Advisory Portfolio holdings
AUM
$250M
1-Year Est. Return
19.64%
1 Year Est. Return
+19.64%
AUM
$250M
AUM Growth
+$899K
(+0.36%)
Holding
82
Top Buys
| 1 | +$11M | |
| 2 | +$9.56M | |
| 3 | +$9.42M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$9.15M |
| 5 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$8.73M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$12.2M | |
| 3 | +$11.3M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$9.72M |
| 5 |
iShares Core Conservative Allocation ETF
AOK
|
+$9.12M |
Sector Composition
| 1 | Consumer Discretionary | 0.09% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
| – | – |
-54,282
|
|
||
77
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$500M
| – | – |
-5,249
|
|
||
78
Vanguard Consumer Discretionary ETF
VCR
$6.34B
| – | – |
-2,745
|
|
||
79
Vanguard Consumer Staples ETF
VDC
$7.32B
| – | – |
-2,746
|
|
||
80
Vanguard Financials ETF
VFH
$13B
| – | – |
-10,113
|
|
||
81
Vanguard Industrials ETF
VIS
$6.27B
| – | – |
-2,422
|
|
||
82
Vanguard Communication Services ETF
VOX
$5.83B
| – | – |
-6,058
|
|