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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.87K ﹤0.01%
+235
377
$5.7K ﹤0.01%
50
378
$5.53K ﹤0.01%
+162
379
$5.5K ﹤0.01%
288
+21
380
$5.21K ﹤0.01%
+26
381
$5.19K ﹤0.01%
+99
382
$5.16K ﹤0.01%
+67
383
$5.01K ﹤0.01%
54
-720
384
$4.96K ﹤0.01%
+13
385
$4.92K ﹤0.01%
25
-1
386
$4.77K ﹤0.01%
+31
387
$4.76K ﹤0.01%
+28
388
$4.5K ﹤0.01%
+55
389
$4.45K ﹤0.01%
128
390
$4.4K ﹤0.01%
+101
391
$4.39K ﹤0.01%
+29
392
$4.38K ﹤0.01%
+86
393
$4.2K ﹤0.01%
39
394
$4.17K ﹤0.01%
88
395
$4.14K ﹤0.01%
101
396
$4.07K ﹤0.01%
46
397
$3.95K ﹤0.01%
9
398
$3.89K ﹤0.01%
+25
399
$3.87K ﹤0.01%
+21
400
$3.87K ﹤0.01%
+31
14 15
16
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