EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$3.11M
3 +$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.56M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.26M

Top Sells

1 +$52.3K
2 +$43.4K
3 +$19.5K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.7K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$9.08K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$29.1K 0.02%
335
252
$29.1K 0.02%
74
253
$28.5K 0.02%
370
254
$28.5K 0.02%
677
+273
255
$28.3K 0.02%
+75
256
$28.3K 0.02%
494
257
$28K 0.02%
147
258
$27.2K 0.02%
84
259
$26.7K 0.02%
300
260
$26.4K 0.02%
504
261
$26.3K 0.02%
470
+320
262
$26.3K 0.02%
642
263
$25.7K 0.02%
250
-444
264
$25.1K 0.02%
1,026
265
$25K 0.02%
250
266
$24.7K 0.01%
+670
267
$24.7K 0.01%
422
268
$24K 0.01%
3,000
269
$23.4K 0.01%
350
270
$23.2K 0.01%
250
271
$22.7K 0.01%
+500
272
$22.5K 0.01%
476
-916
273
$22.4K 0.01%
1,311
274
$22.2K 0.01%
+100
275
$22.2K 0.01%
+150