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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.8K 0.02%
172
-31
252
$35.8K 0.02%
630
+3
253
$35.4K 0.02%
1,920
+88
254
$35.3K 0.02%
245
255
$34K 0.02%
783
-1,495
256
$33.9K 0.02%
350
257
$33.7K 0.02%
455
-151
258
$33.2K 0.02%
137
-150
259
$32.3K 0.02%
508
+4
260
$32.3K 0.02%
403
+70
261
$32K 0.02%
+200
262
$31.7K 0.02%
612
+24
263
$31.1K 0.02%
403
+6
264
$30.8K 0.02%
370
265
$30.7K 0.02%
510
-1,425
266
$30.5K 0.02%
760
267
$30.4K 0.02%
595
-176
268
$30.4K 0.02%
697
+20
269
$30.3K 0.02%
147
270
$30.2K 0.02%
+523
271
$30K 0.02%
602
272
$29.8K 0.01%
445
+23
273
$29.2K 0.01%
178
-117
274
$28.8K 0.01%
670
275
$28.4K 0.01%
2,276
+69
9 10
11
12 13