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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.97K 0.01%
395
+3
277
$5.94K 0.01%
43
278
$5.48K ﹤0.01%
40
279
$5.46K ﹤0.01%
+248
280
$5.1K ﹤0.01%
400
281
$4.92K ﹤0.01%
54
282
$4.87K ﹤0.01%
186
283
$4.63K ﹤0.01%
25
284
$4.6K ﹤0.01%
300
285
$4.55K ﹤0.01%
32
286
$4.3K ﹤0.01%
+134
287
$4.26K ﹤0.01%
+37
288
$4.25K ﹤0.01%
+128
289
$3.99K ﹤0.01%
111
290
$3.98K ﹤0.01%
46
291
$3.68K ﹤0.01%
72
292
$3.43K ﹤0.01%
13
293
$3.28K ﹤0.01%
+130
294
$3.22K ﹤0.01%
193
+155
295
$3.21K ﹤0.01%
50
296
$2.9K ﹤0.01%
115
297
$2.6K ﹤0.01%
373
298
$2.56K ﹤0.01%
60
299
$2.29K ﹤0.01%
17
300
$2.29K ﹤0.01%
32
10 11
12
13 14