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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.6K 0.02%
335
227
$45.3K 0.02%
+264
228
$45.2K 0.02%
150
229
$45K 0.02%
807
+169
230
$44.3K 0.02%
763
+5
231
$44K 0.02%
+758
232
$42.2K 0.02%
1,014
+8
233
$41.9K 0.02%
+212
234
$41.5K 0.02%
86
+12
235
$40K 0.02%
+70
236
$39.9K 0.02%
500
237
$39.3K 0.02%
+94
238
$38.9K 0.02%
+233
239
$38.8K 0.02%
+40
240
$37.8K 0.02%
400
-215
241
$37.8K 0.02%
151
242
$37.3K 0.02%
730
-180
243
$37.2K 0.02%
64
-97
244
$36.8K 0.02%
1,459
245
$36.8K 0.02%
679
246
$36.3K 0.02%
140
247
$36K 0.02%
304
248
$36K 0.02%
200
249
$35.9K 0.02%
+471
250
$35.9K 0.02%
1,122
+4
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10
11 12