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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$2.88M
3 +$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1 +$45.7K
2 +$43.3K
3 +$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

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