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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$2.88M
3 +$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1 +$45.7K
2 +$43.3K
3 +$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10.6K 0.01%
+736
327
$10.6K 0.01%
+600
328
$10.5K 0.01%
189
329
$10.5K 0.01%
+250
330
$10.3K 0.01%
71
331
$9.99K 0.01%
303
332
$9.84K 0.01%
+40
333
$9.68K 0.01%
221
334
$9.66K 0.01%
100
335
$9.49K 0.01%
+240
336
$9.42K 0.01%
+210
337
$9.35K 0.01%
68
338
$9.26K 0.01%
219
+100
339
$9.17K 0.01%
+400
340
$9.15K 0.01%
609
+230
341
$8.99K 0.01%
189
342
$8.98K 0.01%
75
343
$8.89K 0.01%
72
344
$8.62K 0.01%
198
345
$8.28K 0.01%
+70
346
$8.23K ﹤0.01%
+200
347
$8.02K ﹤0.01%
+170
348
$7.95K ﹤0.01%
+565
349
$7.79K ﹤0.01%
20
350
$7.71K ﹤0.01%
30