EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
+0.06%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+1.6%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
11.24%
Top 10 Holdings %
Top 10 Hldgs %
50.15%
Holding
535
New
56
Increased
138
Reduced
67
Closed
34
Top Buys
Top Sells
| 1 |
Avantis International Equity ETF
AVDE
|
$9.54M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.97M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.74M |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
$942K |
| 5 |
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% |
