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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.35K ﹤0.01%
+52
377
$4.27K ﹤0.01%
400
378
$4.11K ﹤0.01%
128
379
$4.06K ﹤0.01%
50
380
$4.03K ﹤0.01%
+320
381
$3.95K ﹤0.01%
176
382
$3.8K ﹤0.01%
46
383
$3.55K ﹤0.01%
+100
384
$3.5K ﹤0.01%
+80
385
$3.36K ﹤0.01%
13
386
$3.02K ﹤0.01%
72
387
$2.93K ﹤0.01%
115
388
$2.9K ﹤0.01%
+128
389
$2.76K ﹤0.01%
+110
390
$2.74K ﹤0.01%
373
391
$2.45K ﹤0.01%
60
392
$2.34K ﹤0.01%
+330
393
$2.3K ﹤0.01%
290
394
$2.28K ﹤0.01%
94
395
$2.24K ﹤0.01%
17
396
$1.93K ﹤0.01%
5
397
$1.93K ﹤0.01%
515
398
$1.9K ﹤0.01%
28
399
$1.6K ﹤0.01%
29
400
$1.58K ﹤0.01%
100
14 15
16
17 18