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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.6K 0.01%
153
277
$31.4K 0.01%
538
-530
278
$31.2K 0.01%
334
-148
279
$31.1K 0.01%
+669
280
$31K 0.01%
457
281
$29.5K 0.01%
125
282
$29.5K 0.01%
1,026
283
$29.2K 0.01%
546
+1
284
$28.6K 0.01%
247
-248
285
$28.4K 0.01%
57
286
$27.6K 0.01%
423
287
$27.4K 0.01%
+457
288
$27.4K 0.01%
961
+10
289
$27.3K 0.01%
670
290
$26.7K 0.01%
+735
291
$26.5K 0.01%
40
292
$26.1K 0.01%
74
293
$25.4K 0.01%
+494
294
$25.3K 0.01%
894
295
$25.1K 0.01%
1,116
296
$25K 0.01%
+1,051
297
$24.9K 0.01%
224
298
$24.7K 0.01%
366
+2
299
$24.7K 0.01%
1,311
300
$24.6K 0.01%
375
+2
10 11
12
13 14