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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.02%
1,835
227
$43.9K 0.02%
762
+4
228
$42.3K 0.02%
601
229
$41.7K 0.02%
70
230
$41.2K 0.02%
159
+8
231
$41.2K 0.02%
501
+1
232
$41.1K 0.02%
212
233
$41K 0.02%
864
-200
234
$40.9K 0.02%
40
235
$39.9K 0.02%
1,014
236
$39.1K 0.02%
766
+154
237
$38.8K 0.02%
1,459
238
$37.3K 0.02%
350
239
$37.3K 0.02%
245
240
$36.9K 0.02%
473
+2
241
$36.5K 0.02%
400
242
$36.3K 0.02%
500
-200
243
$36.3K 0.02%
1,124
+2
244
$35.7K 0.02%
140
245
$35.4K 0.02%
1,729
-191
246
$35.4K 0.02%
137
247
$35.3K 0.02%
233
248
$34.6K 0.02%
153
-19
249
$34.5K 0.02%
633
+3
250
$34.5K 0.02%
304
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10
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