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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.3K 0.02%
295
227
$39.2K 0.02%
771
228
$39K 0.02%
534
229
$38.3K 0.02%
1,967
230
$36.5K 0.02%
+910
231
$35.7K 0.02%
350
232
$35.5K 0.02%
150
233
$35K 0.02%
1,006
234
$34.9K 0.02%
1,459
235
$34.9K 0.02%
500
+400
236
$34.4K 0.02%
151
237
$33.3K 0.02%
+200
238
$33.3K 0.02%
203
239
$32.2K 0.02%
+700
240
$31.5K 0.02%
638
241
$31.2K 0.02%
1,140
+750
242
$30.7K 0.02%
627
243
$30.7K 0.02%
304
244
$30.1K 0.02%
1,832
245
$29.9K 0.02%
602
246
$29.8K 0.02%
397
247
$29.6K 0.02%
+245
248
$29.3K 0.02%
588
249
$29.3K 0.02%
1,118
250
$29.1K 0.02%
+140
8 9
10
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