EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
+10.06%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+44%)
Cap. Flow
+$50.8M
Cap. Flow
% of AUM
30.46%
Top 10 Holdings %
Top 10 Hldgs %
46.95%
Holding
447
New
102
Increased
71
Reduced
14
Closed
1
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.21M |
| 2 |
Apple
AAPL
|
$2.88M |
| 3 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$2.63M |
| 4 |
Microsoft
MSFT
|
$2.27M |
| 5 |
Schwab US REIT ETF
SCHH
|
$2.16M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$45.7K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$43.3K |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$19.3K |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$10.6K |
| 5 |
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% |
