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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.9K ﹤0.01%
110
402
$3.64K ﹤0.01%
117
403
$3.48K ﹤0.01%
60
404
$3.25K ﹤0.01%
330
405
$3.24K ﹤0.01%
13
406
$3.11K ﹤0.01%
+272
407
$2.98K ﹤0.01%
+52
408
$2.9K ﹤0.01%
290
409
$2.82K ﹤0.01%
17
410
$2.68K ﹤0.01%
94
411
$2.48K ﹤0.01%
119
-1,848
412
$2.46K ﹤0.01%
115
413
$2.4K ﹤0.01%
+9
414
$2.4K ﹤0.01%
61
-264
415
$2.16K ﹤0.01%
+15
416
$2.14K ﹤0.01%
+7
417
$2.1K ﹤0.01%
+4
418
$1.9K ﹤0.01%
28
419
$1.82K ﹤0.01%
515
420
$1.82K ﹤0.01%
20
421
$1.55K ﹤0.01%
+217
422
$1.52K ﹤0.01%
60
+50
423
$1.5K ﹤0.01%
41
424
$1.48K ﹤0.01%
+225
425
$1.46K ﹤0.01%
+92
15 16
17
18 19