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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.52K ﹤0.01%
216
352
$7.04K ﹤0.01%
714
353
$6.86K ﹤0.01%
78
354
$6.83K ﹤0.01%
100
355
$6.55K ﹤0.01%
291
356
$6.45K ﹤0.01%
85
357
$5.81K ﹤0.01%
70
358
$5.59K ﹤0.01%
190
359
$5.57K ﹤0.01%
267
360
$5.5K ﹤0.01%
117
361
$5.41K ﹤0.01%
72
362
$5.37K ﹤0.01%
40
363
$5.24K ﹤0.01%
+360
364
$5.2K ﹤0.01%
43
365
$5.01K ﹤0.01%
25
366
$4.99K ﹤0.01%
+120
367
$4.93K ﹤0.01%
397
368
$4.93K ﹤0.01%
+53
369
$4.88K ﹤0.01%
305
+5
370
$4.88K ﹤0.01%
111
371
$4.74K ﹤0.01%
186
372
$4.69K ﹤0.01%
193
373
$4.69K ﹤0.01%
+230
374
$4.54K ﹤0.01%
+220
375
$4.41K ﹤0.01%
32
13 14
15
16 17