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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.9K 0.02%
776
+4
227
$47.8K 0.02%
649
+360
228
$47.8K 0.02%
830
+1
229
$47.7K 0.02%
1,551
230
$47.6K 0.02%
232
231
$47.5K 0.02%
119
+17
232
$46.9K 0.02%
800
233
$46.7K 0.02%
355
-146
234
$46.6K 0.02%
750
235
$46.5K 0.02%
733
+1
236
$46.1K 0.02%
525
237
$45.5K 0.02%
775
+2
238
$45.2K 0.02%
535
+24
239
$44.5K 0.02%
1,095
240
$44.5K 0.02%
995
+161
241
$44.3K 0.02%
165
242
$44.1K 0.02%
1,883
243
$43.9K 0.02%
680
244
$43.7K 0.02%
849
+60
245
$43.4K 0.02%
535
246
$43.4K 0.02%
147
247
$43.2K 0.02%
951
248
$43.1K 0.02%
301
+1
249
$42.4K 0.02%
150
250
$42.3K 0.02%
140
8 9
10
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