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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
284
327
$12.8K 0.01%
44
328
$12.6K 0.01%
+1,025
329
$12.4K 0.01%
273
-424
330
$12.4K 0.01%
210
331
$12.2K 0.01%
100
332
$12.1K 0.01%
160
+49
333
$11.9K 0.01%
4
334
$11.8K 0.01%
328
335
$11.8K 0.01%
74
-4
336
$11.7K 0.01%
600
337
$11.6K 0.01%
70
338
$11.3K 0.01%
15
339
$11.1K 0.01%
82
-67
340
$11K 0.01%
100
341
$11K 0.01%
819
342
$10.8K 0.01%
103
-3
343
$10.3K ﹤0.01%
53
-72
344
$10.1K ﹤0.01%
75
345
$10.1K ﹤0.01%
65
346
$10.1K ﹤0.01%
+191
347
$10.1K ﹤0.01%
50
348
$9.64K ﹤0.01%
198
349
$9.63K ﹤0.01%
151
350
$9.53K ﹤0.01%
210
12 13
14
15 16