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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.02K ﹤0.01%
305
377
$6.79K ﹤0.01%
+90
378
$6.67K ﹤0.01%
379
-230
379
$6.6K ﹤0.01%
120
380
$6.14K ﹤0.01%
10
+5
381
$6.09K ﹤0.01%
20
382
$6.04K ﹤0.01%
+33
383
$5.81K ﹤0.01%
+20
384
$5.76K ﹤0.01%
220
385
$5.66K ﹤0.01%
267
386
$5.6K ﹤0.01%
26
+1
387
$5.56K ﹤0.01%
43
388
$5.53K ﹤0.01%
230
389
$5.34K ﹤0.01%
402
+5
390
$5.01K ﹤0.01%
50
391
$5K ﹤0.01%
+88
392
$4.54K ﹤0.01%
128
393
$4.29K ﹤0.01%
+83
394
$4.29K ﹤0.01%
72
395
$4.25K ﹤0.01%
101
+1
396
$4.21K ﹤0.01%
40
397
$4.18K ﹤0.01%
+9
398
$4.13K ﹤0.01%
46
399
$4.1K ﹤0.01%
50
400
$4.06K ﹤0.01%
+39
14 15
16
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