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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.6K 0.01%
1,116
-7,680
277
$24.6K 0.01%
457
278
$24.5K 0.01%
422
-23
279
$23.9K 0.01%
224
280
$23.8K 0.01%
672
281
$23.8K 0.01%
158
+24
282
$23.6K 0.01%
400
-100
283
$23K 0.01%
587
-196
284
$22K 0.01%
99
+66
285
$21.5K 0.01%
95
286
$21.2K 0.01%
212
287
$21.1K 0.01%
410
288
$20.7K 0.01%
102
289
$20K 0.01%
1,543
-733
290
$19.2K 0.01%
105
291
$19K 0.01%
64
292
$18.9K 0.01%
60
293
$18.8K 0.01%
60
294
$18.7K 0.01%
147
295
$18.1K 0.01%
414
296
$18K 0.01%
382
297
$18K 0.01%
100
298
$17.9K 0.01%
75
299
$17.8K 0.01%
46
300
$17.7K 0.01%
760
10 11
12
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