ECA
Elevation Capital Advisory Portfolio holdings
AUM
$250M
1-Year Est. Return
19.64%
1 Year Est. Return
+19.64%
AUM
$249M
AUM Growth
+$20.2M
(+8.8%)
Holding
82
Top Buys
| 1 | +$12.2M | |
| 2 | +$10.6M | |
| 3 | +$9.4M | |
| 4 |
iShares Core Conservative Allocation ETF
AOK
|
+$9.26M |
| 5 |
Vanguard Growth ETF
VUG
|
+$9.25M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$9.7M | |
| 3 | +$9.64M | |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$9.41M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$9.41M |
Sector Composition
| 1 | Technology | 0.18% |
| 2 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
| – | – |
-40,469
|
|
||
77
ClearBridge Large Cap Growth Select ETF
LRGE
$431M
| – | – |
-2,953
|
|
||
78
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.93B
| – | – |
-326,223
|
|
||
79
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$405M
| – | – |
-193,227
|
|
||
80
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
| – | – |
-37,628
|
|
||
81
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.67B
| – | – |
-6,234
|
|
||
82
Vanguard Dividend Appreciation ETF
VIG
$104B
| – | – |
-3,797
|
|