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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$2.05M
3 +$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10.4K ﹤0.01%
25
352
$10.4K ﹤0.01%
199
+1
353
$10.3K ﹤0.01%
+125
354
$10.3K ﹤0.01%
+250
355
$10K ﹤0.01%
520
356
$9.94K ﹤0.01%
20
357
$9.58K ﹤0.01%
+35
358
$9.3K ﹤0.01%
111
-49
359
$9.19K ﹤0.01%
819
360
$8.71K ﹤0.01%
117
361
$8.7K ﹤0.01%
+175
362
$8.61K ﹤0.01%
77
363
$8.26K ﹤0.01%
+40
364
$8.24K ﹤0.01%
85
365
$8.17K ﹤0.01%
173
366
$7.9K ﹤0.01%
75
367
$7.87K ﹤0.01%
100
368
$7.87K ﹤0.01%
+50
369
$7.86K ﹤0.01%
291
370
$7.8K ﹤0.01%
170
371
$7.67K ﹤0.01%
70
372
$7.33K ﹤0.01%
193
373
$7.31K ﹤0.01%
+150
374
$7.28K ﹤0.01%
+50
375
$7.23K ﹤0.01%
10