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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$2.88M
3 +$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1 +$45.7K
2 +$43.3K
3 +$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$21.7K 0.01%
443
277
$21.7K 0.01%
+760
278
$21.1K 0.01%
+333
279
$21K 0.01%
468
280
$21K 0.01%
179
281
$20.7K 0.01%
2,207
282
$20.4K 0.01%
+364
283
$19.7K 0.01%
+200
284
$19.4K 0.01%
636
285
$19.2K 0.01%
147
286
$19K 0.01%
410
287
$18.8K 0.01%
+1,436
288
$18.6K 0.01%
250
289
$18.6K 0.01%
102
290
$18.3K 0.01%
414
291
$17.7K 0.01%
187
292
$17.4K 0.01%
100
293
$16.9K 0.01%
147
294
$16.9K 0.01%
+105
295
$16.7K 0.01%
100
296
$16.5K 0.01%
+255
297
$16.5K 0.01%
249
298
$16.2K 0.01%
414
299
$15.6K 0.01%
672
300
$15.6K 0.01%
+128