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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$2.05M
3 +$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$19.1K 0.01%
75
302
$19.1K 0.01%
382
303
$18.6K 0.01%
+682
304
$18.1K 0.01%
150
305
$17.9K 0.01%
806
+150
306
$17.7K 0.01%
425
307
$17.7K 0.01%
50
308
$17.4K 0.01%
225
309
$17.4K 0.01%
100
310
$17.2K 0.01%
60
311
$17.2K 0.01%
+339
312
$17.2K 0.01%
48
313
$16.5K 0.01%
+370
314
$16.4K 0.01%
100
315
$16.3K 0.01%
150
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$16.2K 0.01%
329
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$16K 0.01%
452
+4
318
$15.8K 0.01%
44
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$15.5K 0.01%
60
+1
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$15.1K 0.01%
360
321
$14.5K 0.01%
54
322
$14.4K 0.01%
73
+4
323
$14.4K 0.01%
96
324
$14.4K 0.01%
88
+6
325
$14.2K 0.01%
371