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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.4K 0.02%
278
+2
227
$51.4K 0.02%
90
228
$50.9K 0.02%
213
+1
229
$49.8K 0.02%
+2,053
230
$49.4K 0.02%
174
+23
231
$49.3K 0.02%
+1,095
232
$48.8K 0.02%
1,551
-1,717
233
$48.3K 0.02%
265
+1
234
$48.2K 0.02%
535
235
$47.5K 0.02%
829
+12
236
$47.4K 0.02%
525
+150
237
$47.3K 0.02%
772
+5
238
$45K 0.02%
1,600
239
$45K 0.02%
773
+4
240
$44.9K 0.02%
1,883
+33
241
$44.6K 0.02%
650
242
$44.2K 0.02%
750
243
$43.9K 0.02%
235
+2
244
$43K 0.02%
243
245
$42.8K 0.02%
1,021
+7
246
$42.6K 0.02%
147
+10
247
$41.9K 0.02%
1,001
-295
248
$41.3K 0.02%
482
-18
249
$41.1K 0.02%
200
250
$40.2K 0.02%
789
+19
8 9
10
11 12