EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.4K 0.02%
+414
227
$18.2K 0.02%
+3,000
228
$18.2K 0.02%
+147
229
$17.8K 0.02%
+322
230
$17.8K 0.02%
+248
231
$17.5K 0.02%
+71
232
$17.5K 0.02%
+500
233
$17.3K 0.02%
+389
234
$17.1K 0.02%
+672
235
$15.6K 0.01%
+384
236
$15.4K 0.01%
+23
237
$15.2K 0.01%
+187
238
$14.4K 0.01%
+64
239
$14.3K 0.01%
+750
240
$14.3K 0.01%
+50
241
$13.7K 0.01%
+400
242
$13.7K 0.01%
+138
243
$13.5K 0.01%
+267
244
$13.2K 0.01%
+46
245
$12.9K 0.01%
+1,160
246
$12.4K 0.01%
+75
247
$12.3K 0.01%
+60
248
$12.2K 0.01%
+360
249
$12.2K 0.01%
+2,116
250
$12K 0.01%
+237
8 9
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