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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.3K 0.01%
298
327
$16.2K 0.01%
+488
328
$16K 0.01%
100
329
$15.9K 0.01%
371
330
$15.7K 0.01%
116
-31
331
$15.6K 0.01%
50
332
$15.4K 0.01%
300
333
$15.4K 0.01%
150
334
$15.3K 0.01%
50
-14
335
$15.3K 0.01%
455
+1
336
$15.3K 0.01%
100
337
$15.2K 0.01%
60
338
$14.8K 0.01%
48
339
$14.8K 0.01%
339
340
$14.5K 0.01%
191
341
$14.3K 0.01%
104
+52
342
$14K 0.01%
73
343
$13.8K 0.01%
360
344
$13.8K 0.01%
75
345
$13.7K 0.01%
130
346
$13.2K 0.01%
90
+1
347
$13.1K 0.01%
100
348
$12.9K 0.01%
328
349
$12.7K 0.01%
600
350
$12.5K 0.01%
70
12 13
14
15 16