EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
+6.03%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.14%
Holding
352
New
337
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$17.4M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$10.9M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$7.03M |
| 4 |
Avantis International Equity ETF
AVDE
|
$7.02M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$5.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Communication Services | 3.46% |
| 3 | Healthcare | 2.38% |
| 4 | Consumer Discretionary | 2.24% |
| 5 | Financials | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Southwest Airlines
LUV
$17.3B
| – | – |
0
| – | – |
|
352
Bath & Body Works
BBWI
$6.18B
| – | – |
0
| – | – |
|