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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$2.05M
3 +$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$27.4K 0.01%
394
+1
277
$27K 0.01%
894
278
$26.7K 0.01%
484
279
$25.9K 0.01%
158
+75
280
$25.8K 0.01%
1,311
281
$25.8K 0.01%
1,116
282
$25.5K 0.01%
+1,045
283
$25.2K 0.01%
400
284
$24.7K 0.01%
224
285
$24.6K 0.01%
590
+3
286
$24.4K 0.01%
212
287
$23.4K 0.01%
95
288
$22.3K 0.01%
102
289
$22K 0.01%
410
290
$21K 0.01%
105
291
$20.9K 0.01%
147
292
$20.8K 0.01%
+74
293
$20.7K 0.01%
+155
294
$20.7K 0.01%
46
295
$20.2K 0.01%
134
-24
296
$20.1K 0.01%
64
297
$19.9K 0.01%
+543
298
$19.8K 0.01%
414
299
$19.4K 0.01%
544
300
$19.3K 0.01%
60