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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.02%
200
252
$33.8K 0.02%
102
-30
253
$33K 0.02%
370
254
$32.4K 0.02%
455
255
$31.4K 0.01%
406
+3
256
$31.1K 0.01%
755
-754
257
$31K 0.01%
147
258
$30.9K 0.01%
604
+9
259
$30.1K 0.01%
526
+3
260
$30K 0.01%
602
261
$29.8K 0.01%
200
262
$29.4K 0.01%
178
263
$28.5K 0.01%
+593
264
$28.2K 0.01%
679
265
$27.8K 0.01%
670
266
$27.6K 0.01%
50
-14
267
$27K 0.01%
1,026
268
$26.4K 0.01%
495
+1
269
$26.3K 0.01%
+894
270
$25.7K 0.01%
393
-115
271
$25.4K 0.01%
375
-135
272
$25.1K 0.01%
453
+6
273
$25K 0.01%
484
+4
274
$24.7K 0.01%
1,311
275
$24.7K 0.01%
84
9 10
11
12 13