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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24.3K 0.01%
484
302
$23.4K 0.01%
1,500
303
$22.7K 0.01%
53
-17
304
$22.7K 0.01%
104
+1
305
$22K 0.01%
596
+3
306
$21.7K 0.01%
225
307
$21.2K 0.01%
212
308
$21.1K 0.01%
83
-154
309
$21.1K 0.01%
544
310
$20.7K 0.01%
105
311
$20.2K 0.01%
382
312
$20.1K 0.01%
46
313
$19.8K 0.01%
410
314
$19K 0.01%
75
315
$18.7K 0.01%
414
316
$18.7K 0.01%
252
+1
317
$18.7K 0.01%
+260
318
$18.5K 0.01%
60
319
$18.2K 0.01%
255
320
$17.7K 0.01%
682
321
$17.2K 0.01%
150
322
$17.2K 0.01%
96
323
$17.2K 0.01%
425
324
$16.9K 0.01%
98
+10
325
$16.4K 0.01%
273
11 12
13
14 15