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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.06K ﹤0.01%
70
377
$9K ﹤0.01%
+289
378
$8.97K ﹤0.01%
111
379
$8.83K ﹤0.01%
40
380
$8.83K ﹤0.01%
+70
381
$8.63K ﹤0.01%
60
382
$8.1K ﹤0.01%
117
383
$7.96K ﹤0.01%
4
-34
384
$7.88K ﹤0.01%
85
385
$7.84K ﹤0.01%
173
386
$7.84K ﹤0.01%
77
387
$7.43K ﹤0.01%
221
+15
388
$7.4K ﹤0.01%
+386
389
$7.18K ﹤0.01%
+45
390
$7.13K ﹤0.01%
90
391
$6.99K ﹤0.01%
33
392
$6.96K ﹤0.01%
+380
393
$6.95K ﹤0.01%
45
394
$6.85K ﹤0.01%
170
395
$6.68K ﹤0.01%
+85
396
$6.58K ﹤0.01%
+52
397
$6.48K ﹤0.01%
72
398
$6.47K ﹤0.01%
122
399
$6.45K ﹤0.01%
244
+76
400
$6.26K ﹤0.01%
75
14 15
16
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