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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.7K 0.01%
+426
252
$11.2K 0.01%
+185
253
$11.2K 0.01%
+500
254
$11.1K 0.01%
+34
255
$11.1K 0.01%
+210
256
$11.1K 0.01%
+302
257
$10.7K 0.01%
+300
258
$10.6K 0.01%
+328
259
$10.3K 0.01%
+140
260
$10.3K 0.01%
+1,645
261
$10.2K 0.01%
+176
262
$10.2K 0.01%
+500
263
$10.1K 0.01%
+100
264
$9.44K 0.01%
+72
265
$9.33K 0.01%
+150
266
$9.14K 0.01%
+653
267
$8.71K 0.01%
+100
268
$8.7K 0.01%
+1,200
269
$8.34K 0.01%
+30
270
$8.2K 0.01%
+236
271
$7.92K 0.01%
+100
272
$7.56K 0.01%
+62
273
$7.43K 0.01%
+100
274
$7.33K 0.01%
+212
275
$7.3K 0.01%
+379
9 10
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