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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.98K 0.01%
75
252
$8.89K 0.01%
72
253
$8.62K 0.01%
198
-1
254
$8.43K 0.01%
150
255
$7.79K 0.01%
20
256
$7.71K 0.01%
30
257
$7.52K 0.01%
216
+2
258
$7.28K 0.01%
193
259
$7.04K 0.01%
714
+6
260
$6.98K 0.01%
100
261
$6.86K 0.01%
78
262
$6.83K 0.01%
100
263
$6.55K 0.01%
291
264
$6.45K 0.01%
85
265
$5.81K 0.01%
70
266
$5.69K ﹤0.01%
379
267
$5.59K ﹤0.01%
+190
268
$5.57K ﹤0.01%
267
-1,600
269
$5.5K ﹤0.01%
117
+67
270
$5.41K ﹤0.01%
72
+40
271
$5.37K ﹤0.01%
40
272
$5.2K ﹤0.01%
43
273
$5.03K ﹤0.01%
119
274
$5.01K ﹤0.01%
25
275
$4.93K ﹤0.01%
397
+2
9 10
11
12 13