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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.2K 0.02%
+1,640
252
$36.1K 0.02%
413
-42
253
$35.9K 0.02%
200
254
$35.4K 0.02%
70
255
$35.1K 0.02%
679
256
$34.7K 0.01%
1,767
+38
257
$34.5K 0.01%
153
258
$34.3K 0.01%
178
259
$34.3K 0.01%
763
+8
260
$34K 0.01%
516
-10
261
$33.5K 0.01%
672
262
$33.3K 0.01%
40
263
$33K 0.01%
423
+1
264
$32.8K 0.01%
147
265
$32.6K 0.01%
410
+4
266
$32.3K 0.01%
494
-1
267
$31.3K 0.01%
613
+9
268
$30.9K 0.01%
50
269
$30.5K 0.01%
670
270
$30.3K 0.01%
375
271
$29.8K 0.01%
457
272
$29.5K 0.01%
1,026
273
$29.1K 0.01%
84
274
$27.9K 0.01%
484
+384
275
$27.4K 0.01%
453
9 10
11
12 13