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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.6K 0.01%
64
227
$15.4K 0.01%
50
228
$15K 0.01%
750
229
$14.2K 0.01%
+150
230
$14.1K 0.01%
60
231
$14K 0.01%
75
232
$13.9K 0.01%
71
233
$13.9K 0.01%
2,220
234
$13.8K 0.01%
1,204
+44
235
$13.5K 0.01%
46
236
$12.8K 0.01%
360
237
$12.2K 0.01%
238
+1
238
$11.7K 0.01%
210
239
$11.7K 0.01%
302
240
$11.5K 0.01%
1,705
+60
241
$11.5K 0.01%
176
242
$11.2K 0.01%
500
243
$11.2K 0.01%
426
244
$11.2K 0.01%
+325
245
$11.1K 0.01%
388
-1,369
246
$11K 0.01%
34
247
$10.9K 0.01%
300
248
$10.8K 0.01%
328
249
$10.8K 0.01%
187
+2
250
$10.7K 0.01%
100
8 9
10
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