EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
1-Year Return
12.15%
This Quarter Return
+2.42%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$11M
(+5.5%)
Cap. Flow
+$7M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
47.38%
Holding
544
New
68
Increased
110
Reduced
81
Closed
32
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$830K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$393K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$351K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$226K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$184K |
Sector Composition
| 1 | Technology | 8.08% |
| 2 | Communication Services | 3.73% |
| 3 | Healthcare | 2.67% |
| 4 | Real Estate | 2.28% |
| 5 | Financials | 2.04% |
