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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.4K 0.01%
62
-12
352
$12.4K 0.01%
+282
353
$12.2K 0.01%
15
354
$12.2K 0.01%
105
355
$12.2K 0.01%
1,500
356
$12.1K 0.01%
210
357
$11.9K 0.01%
50
358
$11.7K 0.01%
25
359
$11.4K ﹤0.01%
3
-1
360
$11.1K ﹤0.01%
256
361
$11K ﹤0.01%
36
-3
362
$11K ﹤0.01%
100
363
$11K ﹤0.01%
20
364
$10.8K ﹤0.01%
151
365
$10.7K ﹤0.01%
40
366
$10.6K ﹤0.01%
215
367
$10.5K ﹤0.01%
202
+1
368
$10.5K ﹤0.01%
60
369
$10.2K ﹤0.01%
819
370
$9.65K ﹤0.01%
65
371
$9.55K ﹤0.01%
100
372
$9.14K ﹤0.01%
70
373
$8.85K ﹤0.01%
117
374
$8.72K ﹤0.01%
78
-396
375
$8.53K ﹤0.01%
35
13 14
15
16 17