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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.34K ﹤0.01%
25
352
$9.05K ﹤0.01%
20
353
$8.84K ﹤0.01%
520
354
$8.58K ﹤0.01%
75
355
$8.37K ﹤0.01%
170
356
$7.86K ﹤0.01%
173
-48
357
$7.73K ﹤0.01%
305
358
$7.67K ﹤0.01%
100
-189
359
$7.55K ﹤0.01%
71
360
$7.47K ﹤0.01%
117
361
$7.4K ﹤0.01%
291
362
$7.36K ﹤0.01%
85
363
$7.35K ﹤0.01%
77
-29
364
$6.82K ﹤0.01%
10
365
$6.56K ﹤0.01%
70
366
$6.53K ﹤0.01%
60
367
$6.53K ﹤0.01%
33
368
$6.46K ﹤0.01%
193
369
$6.35K ﹤0.01%
90
370
$6.3K ﹤0.01%
+4
371
$6.27K ﹤0.01%
+100
372
$6.1K ﹤0.01%
20
373
$6.08K ﹤0.01%
45
374
$5.98K ﹤0.01%
20
375
$5.89K ﹤0.01%
+206
13 14
15
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