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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.7K 0.02%
140
252
$38.6K 0.02%
511
+200
253
$38.6K 0.02%
477
+2
254
$38.4K 0.02%
679
255
$38.1K 0.02%
1,534
+1,243
256
$38.1K 0.02%
951
+188
257
$38K 0.02%
304
258
$37.9K 0.02%
94
259
$37.8K 0.02%
178
+31
260
$37K 0.02%
102
261
$36.8K 0.02%
413
262
$36.6K 0.02%
102
+18
263
$36.5K 0.02%
640
+5
264
$36.3K 0.02%
601
265
$36.2K 0.02%
902
-116
266
$36.1K 0.02%
423
267
$35.6K 0.02%
153
268
$34.2K 0.01%
1,703
-64
269
$34.1K 0.01%
350
270
$34K 0.01%
70
271
$33.6K 0.01%
+667
272
$33.4K 0.01%
494
273
$33.2K 0.01%
178
274
$32.4K 0.01%
416
+6
275
$32.3K 0.01%
834
+162
9 10
11
12 13