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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.4K 0.01%
+400
252
$10.2K 0.01%
+221
253
$10.1K 0.01%
139
-1
254
$10.1K 0.01%
72
255
$9.88K 0.01%
1,200
256
$9.55K 0.01%
68
+6
257
$9.32K 0.01%
189
-298
258
$9.06K 0.01%
150
259
$9.04K 0.01%
100
260
$8.95K 0.01%
+199
261
$8.79K 0.01%
193
-191
262
$8.55K 0.01%
30
263
$7.77K 0.01%
75
-63
264
$7.68K 0.01%
100
265
$7.07K 0.01%
708
+5
266
$6.91K 0.01%
100
267
$6.9K 0.01%
214
+2
268
$6.81K 0.01%
78
269
$6.78K 0.01%
291
270
$6.78K 0.01%
85
271
$6.53K 0.01%
119
272
$6.38K 0.01%
70
273
$6.37K 0.01%
236
274
$6.17K 0.01%
20
275
$6.05K 0.01%
379
9 10
11
12 13