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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10.3K 0.01%
25
-50
352
$10.1K 0.01%
221
353
$9.88K ﹤0.01%
1,272
+98
354
$9.83K ﹤0.01%
198
355
$9.75K ﹤0.01%
189
356
$9.75K ﹤0.01%
+50
357
$9.55K ﹤0.01%
65
-63
358
$9.55K ﹤0.01%
75
359
$9.4K ﹤0.01%
+106
360
$9.26K ﹤0.01%
151
-319
361
$9.19K ﹤0.01%
210
362
$8.97K ﹤0.01%
819
+626
363
$8.92K ﹤0.01%
+520
364
$8.75K ﹤0.01%
33
-39
365
$8.38K ﹤0.01%
170
366
$8.35K ﹤0.01%
20
-349
367
$8.33K ﹤0.01%
220
+4
368
$8.25K ﹤0.01%
193
-108
369
$8.23K ﹤0.01%
+111
370
$8.04K ﹤0.01%
+60
371
$7.64K ﹤0.01%
85
372
$7.55K ﹤0.01%
117
+17
373
$7.4K ﹤0.01%
291
374
$7.4K ﹤0.01%
70
375
$7.27K ﹤0.01%
+45