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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$9.54M
2 +$2.97M
3 +$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$12.6K 0.01%
60
352
$12.5K 0.01%
210
353
$12.4K 0.01%
100
354
$12.3K 0.01%
74
355
$12.3K 0.01%
50
356
$12.3K 0.01%
+1,500
357
$11.9K 0.01%
640
358
$11.6K ﹤0.01%
328
359
$11.5K ﹤0.01%
20
360
$11.5K ﹤0.01%
+105
361
$11.4K ﹤0.01%
40
-14
362
$11.4K ﹤0.01%
97
363
$11.1K ﹤0.01%
70
364
$11K ﹤0.01%
520
365
$11K ﹤0.01%
+256
366
$10.9K ﹤0.01%
819
367
$10.6K ﹤0.01%
25
368
$10.5K ﹤0.01%
+215
369
$9.85K ﹤0.01%
35
370
$9.72K ﹤0.01%
65
371
$9.61K ﹤0.01%
201
+2
372
$9.43K ﹤0.01%
151
373
$9.42K ﹤0.01%
78
-80
374
$9.15K ﹤0.01%
+134
375
$9.12K ﹤0.01%
10