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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.88K ﹤0.01%
111
277
$4.88K ﹤0.01%
54
278
$4.8K ﹤0.01%
300
279
$4.74K ﹤0.01%
186
280
$4.69K ﹤0.01%
193
281
$4.41K ﹤0.01%
32
282
$4.27K ﹤0.01%
400
283
$4.11K ﹤0.01%
128
284
$4.06K ﹤0.01%
50
285
$3.95K ﹤0.01%
+176
286
$3.8K ﹤0.01%
46
287
$3.36K ﹤0.01%
13
288
$3.02K ﹤0.01%
72
289
$2.93K ﹤0.01%
115
290
$2.74K ﹤0.01%
373
291
$2.45K ﹤0.01%
60
292
$2.3K ﹤0.01%
290
293
$2.28K ﹤0.01%
94
-36
294
$2.24K ﹤0.01%
17
295
$1.93K ﹤0.01%
5
296
$1.93K ﹤0.01%
515
297
$1.9K ﹤0.01%
28
298
$1.6K ﹤0.01%
29
299
$1.58K ﹤0.01%
100
300
$1.46K ﹤0.01%
84
+1
10 11
12
13 14