EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
+4.62%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+8.7%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
60.23%
Holding
376
New
20
Increased
75
Reduced
48
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Communication Services | 3.51% |
| 3 | Consumer Discretionary | 2.27% |
| 4 | Healthcare | 2.02% |
| 5 | Financials | 1.04% |
