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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.2K ﹤0.01%
5
302
$2.14K ﹤0.01%
515
303
$2.11K ﹤0.01%
100
304
$2.07K ﹤0.01%
50
305
$2K ﹤0.01%
28
306
$1.98K ﹤0.01%
29
307
$1.96K ﹤0.01%
47
-5
308
$1.9K ﹤0.01%
+97
309
$1.73K ﹤0.01%
83
310
$1.63K ﹤0.01%
20
311
$1.61K ﹤0.01%
290
312
$1.27K ﹤0.01%
+49
313
$1.08K ﹤0.01%
50
314
$1.05K ﹤0.01%
+60
315
$933 ﹤0.01%
41
316
$856 ﹤0.01%
1,000
317
$810 ﹤0.01%
10
318
$768 ﹤0.01%
12
319
$682 ﹤0.01%
+26
320
$601 ﹤0.01%
35
321
$592 ﹤0.01%
+24
322
$552 ﹤0.01%
44
323
$491 ﹤0.01%
37
324
$467 ﹤0.01%
10
325
$364 ﹤0.01%
28
11 12
13
14 15