EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
1-Year Return
12.15%
This Quarter Return
+5.94%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$33.4M
(+20%)
Cap. Flow
+$7.18M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
47.48%
Holding
517
New
72
Increased
101
Reduced
125
Closed
38
Top Buys
Top Sells
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$1.55M |
| 2 |
Microsoft
MSFT
|
$828K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$770K |
| 4 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$480K |
| 5 |
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% |
