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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32.1K 0.01%
200
277
$31.8K 0.01%
625
+12
278
$31.4K 0.01%
370
279
$31.4K 0.01%
521
+5
280
$30.2K 0.01%
501
-100
281
$30.1K 0.01%
670
282
$29.7K 0.01%
57
+7
283
$29.2K 0.01%
484
284
$28.5K 0.01%
125
+30
285
$28.3K 0.01%
457
286
$27.7K 0.01%
40
287
$27.1K 0.01%
1,026
288
$26.1K 0.01%
894
289
$26.1K 0.01%
951
-689
290
$25.8K 0.01%
364
-30
291
$25.7K 0.01%
+373
292
$25.3K 0.01%
74
293
$25.1K 0.01%
1,311
294
$25.1K 0.01%
545
+2
295
$24.8K 0.01%
382
296
$24.6K 0.01%
1,116
297
$23.9K 0.01%
224
298
$23.6K 0.01%
105
299
$23.2K 0.01%
212
300
$22.9K 0.01%
+1,500
10 11
12
13 14