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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
74
327
$13.9K 0.01%
273
328
$13.9K 0.01%
600
329
$13.8K 0.01%
+75
330
$13.5K 0.01%
100
331
$13.5K 0.01%
284
332
$13.4K 0.01%
103
333
$13.3K 0.01%
191
334
$13.3K 0.01%
15
335
$12.8K 0.01%
+250
336
$12.8K 0.01%
640
-120
337
$12.8K 0.01%
210
338
$12.6K 0.01%
4
339
$12.5K 0.01%
328
340
$12.5K 0.01%
70
-29
341
$12.4K 0.01%
+50
342
$11.7K 0.01%
65
343
$11.6K 0.01%
97
-37
344
$11.6K 0.01%
70
345
$11.6K 0.01%
311
+6
346
$11.5K ﹤0.01%
50
347
$11.3K ﹤0.01%
+175
348
$11.2K ﹤0.01%
58
349
$10.9K ﹤0.01%
100
350
$10.9K ﹤0.01%
151
12 13
14
15 16