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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.4K 0.02%
769
+3
227
$45.2K 0.02%
165
-94
228
$45.1K 0.02%
601
+101
229
$44.5K 0.02%
90
-9
230
$43.9K 0.02%
500
+100
231
$43.7K 0.02%
94
232
$43.5K 0.02%
1,976
+1,166
233
$43.4K 0.02%
1,014
234
$43.3K 0.02%
601
235
$42.5K 0.02%
151
-8
236
$40.9K 0.02%
770
+4
237
$40.8K 0.02%
137
238
$40.4K 0.02%
140
239
$40.3K 0.02%
350
240
$39.7K 0.02%
102
241
$39.6K 0.02%
245
242
$39.6K 0.02%
635
+2
243
$39.5K 0.02%
475
+2
244
$38.6K 0.02%
1,126
+2
245
$38.2K 0.02%
233
246
$37.6K 0.02%
304
247
$37.4K 0.02%
200
248
$37K 0.02%
370
249
$37K 0.02%
243
250
$36.5K 0.02%
+1,296
8 9
10
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