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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.9K 0.01%
23
227
$14.1K 0.01%
106
228
$13.7K 0.01%
2,220
229
$13.6K 0.01%
60
230
$13K 0.01%
+452
231
$12.7K 0.01%
75
232
$12.5K 0.01%
46
233
$12.5K 0.01%
1,244
+40
234
$12.1K 0.01%
360
235
$11.3K 0.01%
+1,174
236
$11.2K 0.01%
176
237
$11K 0.01%
34
238
$11K 0.01%
210
239
$10.8K 0.01%
426
240
$10.7K 0.01%
325
241
$10.7K 0.01%
328
242
$10.7K 0.01%
390
+2
243
$10.5K 0.01%
189
+2
244
$10.3K 0.01%
71
245
$10.1K 0.01%
100
246
$9.99K 0.01%
303
+1
247
$9.68K 0.01%
221
248
$9.66K 0.01%
100
249
$9.35K 0.01%
68
250
$8.99K 0.01%
189
8 9
10
11 12