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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41.5K 0.02%
413
252
$41.5K 0.02%
243
253
$41.4K 0.02%
679
254
$40.6K 0.02%
178
255
$40.3K 0.02%
650
256
$40.2K 0.02%
1,534
257
$39.2K 0.02%
1,021
258
$39K 0.02%
350
259
$38.2K 0.02%
478
+1
260
$37.5K 0.02%
2,177
+331
261
$37.1K 0.02%
641
+1
262
$36.5K 0.02%
1,001
263
$36.5K 0.02%
501
264
$36.4K 0.02%
304
265
$35.8K 0.02%
601
266
$35.2K 0.02%
200
267
$35.1K 0.02%
370
268
$35K 0.02%
494
269
$33.8K 0.01%
102
270
$33.6K 0.01%
667
271
$33.4K 0.01%
1,739
+36
272
$33K 0.01%
418
+2
273
$32.2K 0.01%
523
+2
274
$32.1K 0.01%
629
+4
275
$31.7K 0.01%
908
+6
9 10
11
12 13