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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.4K 0.01%
371
302
$17.1K 0.01%
544
303
$16.9K 0.01%
150
304
$16.2K 0.01%
+225
305
$16.1K 0.01%
425
306
$16K 0.01%
402
+5
307
$16K 0.01%
329
308
$15.6K 0.01%
150
309
$15.5K 0.01%
810
+431
310
$15.5K 0.01%
134
+37
311
$15.3K 0.01%
48
312
$15.2K 0.01%
656
313
$15.2K 0.01%
50
314
$15.2K 0.01%
460
+6
315
$15K 0.01%
448
+3
316
$14.9K 0.01%
54
317
$14.6K 0.01%
59
318
$14.2K 0.01%
305
319
$13.9K 0.01%
360
320
$13.9K 0.01%
100
321
$13.6K 0.01%
225
322
$13.5K 0.01%
83
+3
323
$13.4K 0.01%
58
324
$13.4K 0.01%
69
325
$13.3K 0.01%
96