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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.36K ﹤0.01%
20
302
$1.01K ﹤0.01%
60
303
$950 ﹤0.01%
50
304
$910 ﹤0.01%
10
305
$848 ﹤0.01%
12
306
$818 ﹤0.01%
41
307
$578 ﹤0.01%
35
308
$569 ﹤0.01%
1,000
309
$559 ﹤0.01%
37
310
$554 ﹤0.01%
+50
311
$506 ﹤0.01%
10
312
$478 ﹤0.01%
44
313
$448 ﹤0.01%
+30
314
$288 ﹤0.01%
28
315
$266 ﹤0.01%
3
316
$260 ﹤0.01%
430
317
$208 ﹤0.01%
+20
318
$187 ﹤0.01%
15
319
$96 ﹤0.01%
3
320
$77 ﹤0.01%
2
321
$75 ﹤0.01%
4
322
$70 ﹤0.01%
1
323
$69 ﹤0.01%
2
324
$54 ﹤0.01%
1
325
– –
0
11 12
13
14 15