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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.53K ﹤0.01%
134
377
$8.29K ﹤0.01%
111
378
$8.17K ﹤0.01%
103
379
$8.16K ﹤0.01%
60
380
$8.01K ﹤0.01%
78
381
$8.01K ﹤0.01%
173
382
$7.72K ﹤0.01%
386
383
$7.7K ﹤0.01%
70
384
$7.5K ﹤0.01%
77
385
$7.48K ﹤0.01%
85
386
$7.44K ﹤0.01%
149
-180
387
$7.38K ﹤0.01%
+100
388
$7.25K ﹤0.01%
380
389
$7K ﹤0.01%
36
+3
390
$6.94K ﹤0.01%
85
391
$6.63K ﹤0.01%
25
392
$6.61K ﹤0.01%
193
393
$6.58K ﹤0.01%
45
394
$6.15K ﹤0.01%
264
+20
395
$5.86K ﹤0.01%
72
396
$5.71K ﹤0.01%
122
397
$5.53K ﹤0.01%
75
398
$5.51K ﹤0.01%
170
399
$5.3K ﹤0.01%
28
400
$5.29K ﹤0.01%
202
+1
14 15
16
17 18