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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19.3K 0.01%
+371
302
$18.4K 0.01%
64
303
$18.4K 0.01%
250
304
$17.9K 0.01%
630
305
$17.3K 0.01%
50
306
$17.3K 0.01%
75
307
$17.3K 0.01%
414
308
$17.2K 0.01%
60
309
$16.5K 0.01%
425
310
$16.5K 0.01%
382
-254
311
$16.4K 0.01%
150
312
$16.3K 0.01%
46
313
$15.8K 0.01%
329
-147
314
$15.7K 0.01%
+54
315
$15.4K 0.01%
225
316
$15.3K 0.01%
454
+2
317
$15.1K 0.01%
+44
318
$15.1K 0.01%
150
319
$15.1K 0.01%
+656
320
$15K 0.01%
397
-743
321
$14.5K 0.01%
360
322
$14.4K 0.01%
80
-170
323
$14.3K 0.01%
445
+255
324
$14.3K 0.01%
+96
325
$14.3K 0.01%
+75
11 12
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