ECA
Elevation Capital Advisory Portfolio holdings
AUM
$245M
1-Year Est. Return
17.84%
This Fund
S&P 500
1 Year Est. Return
+17.84%
AUM
$245M
AUM Growth
-$5.59M
(-2.2%)
Holding
86
Top Buys
| 1 | +$12M | |
| 2 | +$9.84M | |
| 3 | +$8.34M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$6.57M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$6.23M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$9.56M | |
| 3 | +$9.39M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$9.34M |
| 5 |
Global X Conscious Companies ETF
KRMA
|
+$8.3M |
Sector Composition
| 1 | Technology | 0.2% |
| 2 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell Top 200 ETF
IWL
$2.04B
| – | – |
-2,443
|
|
||
77
iShares Morningstar Multi-Asset Income ETF
IYLD
$134M
| – | – |
-222,062
|
|
||
78
Mindful Conservative ETF
MFUL
$8.33M
| – | – |
-890,230
|
|
||
79
Invesco Preferred ETF
PGX
$3.98B
| – | – |
-31,276
|
|
||
80
Invesco BuyBack Achievers ETF
PKW
$1.64B
| – | – |
-61,388
|
|
||
81
State Street SPDR ICE Preferred Securities ETF
PSK
$758M
| – | – |
-75,693
|
|
||
82
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.85B
| – | – |
-322,961
|
|
||
83
Vanguard Short-Term Treasury ETF
VGSH
$27.2B
| – | – |
-27,966
|
|
||
84
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-552
|
|
||
85
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-1,187
|
|
||
86
Vanguard Growth ETF
VUG
$195B
| – | – |
-839
|
|