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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14.1K 0.01%
106
327
$14.1K 0.01%
200
328
$14.1K 0.01%
+59
329
$13.8K 0.01%
305
+2
330
$13.8K 0.01%
100
-87
331
$13.5K 0.01%
+39
332
$13.5K 0.01%
170
-85
333
$13.3K 0.01%
40
334
$12.6K 0.01%
+4
335
$12.6K 0.01%
100
-600
336
$12.5K 0.01%
210
337
$12.5K 0.01%
69
+1
338
$12.5K 0.01%
58
+28
339
$12.4K 0.01%
15
340
$12.3K 0.01%
+284
341
$12.1K 0.01%
+70
342
$12.1K 0.01%
328
343
$11.8K 0.01%
600
344
$11.3K 0.01%
100
345
$11K 0.01%
+48
346
$11K 0.01%
97
-153
347
$10.9K 0.01%
71
348
$10.9K 0.01%
78
349
$10.8K 0.01%
+490
350
$10.8K 0.01%
672
-64
12 13
14
15 16