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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.46K ﹤0.01%
84
402
$1.37K ﹤0.01%
+20
403
$1.36K ﹤0.01%
20
404
$1.08K ﹤0.01%
99
+55
405
$950 ﹤0.01%
50
406
$910 ﹤0.01%
10
407
$848 ﹤0.01%
12
408
$818 ﹤0.01%
41
409
$769 ﹤0.01%
37
410
$578 ﹤0.01%
35
411
$569 ﹤0.01%
1,000
412
$554 ﹤0.01%
50
413
$506 ﹤0.01%
10
414
$448 ﹤0.01%
30
415
$288 ﹤0.01%
28
416
$266 ﹤0.01%
3
417
$260 ﹤0.01%
430
418
$208 ﹤0.01%
20
419
$187 ﹤0.01%
15
420
$96 ﹤0.01%
3
421
$77 ﹤0.01%
2
422
$75 ﹤0.01%
4
423
$70 ﹤0.01%
1
424
$69 ﹤0.01%
2
425
$54 ﹤0.01%
1
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