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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$10.9M
3 +$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6.86K 0.01%
+373
277
$6.76K 0.01%
+703
278
$6.71K 0.01%
+291
279
$6.57K 0.01%
+20
280
$6.28K 0.01%
+85
281
$6.04K 0.01%
+40
282
$5.93K 0.01%
+78
283
$5.77K 0.01%
+43
284
$5.27K ﹤0.01%
+119
285
$4.94K ﹤0.01%
+392
286
$4.93K ﹤0.01%
+54
287
$4.9K ﹤0.01%
+70
288
$4.87K ﹤0.01%
+186
289
$4.79K ﹤0.01%
+25
290
$4.68K ﹤0.01%
+111
291
$4.42K ﹤0.01%
+32
292
$4.2K ﹤0.01%
+72
293
$3.97K ﹤0.01%
+46
294
$3.82K ﹤0.01%
+400
295
$3.22K ﹤0.01%
+13
296
$2.98K ﹤0.01%
+115
297
$2.9K ﹤0.01%
+50
298
$2.54K ﹤0.01%
+300
299
$2.53K ﹤0.01%
+515
300
$2.42K ﹤0.01%
+100