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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
84
277
$27.4K 0.01%
1,026
278
$26.6K 0.01%
494
279
$25.4K 0.01%
447
+4
280
$24.7K 0.01%
1,311
281
$24.1K 0.01%
457
+43
282
$24.1K 0.01%
+224
283
$24K 0.01%
500
284
$23.5K 0.01%
480
+12
285
$23.4K 0.01%
+212
286
$23.4K 0.01%
+95
287
$22.9K 0.01%
149
+2
288
$22.3K 0.01%
100
289
$22.2K 0.01%
289
-2,276
290
$21.8K 0.01%
+125
291
$21.4K 0.01%
1,436
292
$21K 0.01%
+544
293
$20.9K 0.01%
410
294
$20.8K 0.01%
102
295
$20.2K 0.01%
+60
296
$19.5K 0.01%
134
+62
297
$19.4K 0.01%
672
298
$19.4K 0.01%
253
+3
299
$19.3K 0.01%
105
300
$19.3K 0.01%
147
10 11
12
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