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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.31K ﹤0.01%
+29
302
$2.24K ﹤0.01%
+60
303
$2.16K ﹤0.01%
+32
304
$2.11K ﹤0.01%
+17
305
$1.97K ﹤0.01%
+52
306
$1.94K ﹤0.01%
+28
307
$1.94K ﹤0.01%
+83
308
$1.86K ﹤0.01%
+60
309
$1.81K ﹤0.01%
+50
310
$1.73K ﹤0.01%
+5
311
$1.65K ﹤0.01%
+290
312
$1.64K ﹤0.01%
+20
313
$1.09K ﹤0.01%
+62
314
$1.07K ﹤0.01%
+50
315
$1.07K ﹤0.01%
+1,000
316
$796 ﹤0.01%
+10
317
$794 ﹤0.01%
+41
318
$790 ﹤0.01%
+12
319
$665 ﹤0.01%
+44
320
$601 ﹤0.01%
+35
321
$589 ﹤0.01%
+38
322
$546 ﹤0.01%
+37
323
$453 ﹤0.01%
+500
324
$446 ﹤0.01%
+28
325
$383 ﹤0.01%
+10
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