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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.19K ﹤0.01%
60
377
$7.08K ﹤0.01%
71
378
$6.93K ﹤0.01%
90
379
$6.66K ﹤0.01%
33
380
$6.47K ﹤0.01%
+28
381
$6.36K ﹤0.01%
75
382
$6.1K ﹤0.01%
206
383
$5.78K ﹤0.01%
20
384
$5.69K ﹤0.01%
197
-38
385
$5.58K ﹤0.01%
+1,500
386
$5.54K ﹤0.01%
267
-21
387
$5.52K ﹤0.01%
25
388
$5.17K ﹤0.01%
45
389
$5.16K ﹤0.01%
54
390
$4.88K ﹤0.01%
128
391
$4.8K ﹤0.01%
88
392
$4.79K ﹤0.01%
+50
393
$4.7K ﹤0.01%
+200
394
$4.47K ﹤0.01%
72
395
$4.46K ﹤0.01%
101
396
$4.44K ﹤0.01%
39
397
$4.41K ﹤0.01%
122
-40
398
$4.3K ﹤0.01%
46
399
$4.3K ﹤0.01%
9
400
$4.21K ﹤0.01%
40
14 15
16
17 18