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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.6K 0.01%
630
-428
302
$15.4K 0.01%
50
303
$15K 0.01%
64
304
$14.3K 0.01%
+425
305
$14.1K 0.01%
106
306
$13.7K 0.01%
2,220
307
$13.6K 0.01%
60
308
$13.5K 0.01%
+150
309
$13.5K 0.01%
+400
310
$13.2K 0.01%
+225
311
$13K 0.01%
452
312
$12.7K 0.01%
75
313
$12.5K 0.01%
46
314
$12.5K 0.01%
1,244
315
$12.2K 0.01%
+150
316
$12.1K 0.01%
360
317
$11.4K 0.01%
301
+108
318
$11.3K 0.01%
1,174
319
$11.3K 0.01%
328
320
$11.2K 0.01%
176
321
$11K 0.01%
210
322
$10.9K 0.01%
+15
323
$10.8K 0.01%
426
324
$10.8K 0.01%
+195
325
$10.7K 0.01%
325
11 12
13
14 15