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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$9.54M
2 +$2.97M
3 +$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$22.3K 0.01%
593
+3
302
$21.9K 0.01%
88
+18
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$21.8K 0.01%
103
+1
304
$21.3K 0.01%
46
305
$21.3K 0.01%
225
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$21.1K 0.01%
470
+70
307
$20.6K 0.01%
64
308
$20.6K 0.01%
60
309
$20.5K 0.01%
339
310
$20.1K 0.01%
410
311
$19.6K 0.01%
+289
312
$19.6K 0.01%
544
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$19.4K 0.01%
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$19.2K 0.01%
255
+252
315
$18.7K 0.01%
100
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$18.6K 0.01%
+251
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$18.2K 0.01%
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$18.2K 0.01%
414
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$17.6K 0.01%
+298
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$17.6K 0.01%
50
321
$17.6K 0.01%
75
322
$17.1K 0.01%
96
323
$16.9K 0.01%
48
324
$16.9K 0.01%
682
325
$16.9K 0.01%
+300