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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.85K ﹤0.01%
72
402
$3.85K ﹤0.01%
+32
403
$3.78K ﹤0.01%
+99
404
$3.75K ﹤0.01%
+50
405
$3.67K ﹤0.01%
83
406
$3.65K ﹤0.01%
+10
407
$3.63K ﹤0.01%
+64
408
$3.56K ﹤0.01%
60
409
$3.51K ﹤0.01%
+65
410
$3.48K ﹤0.01%
+14
411
$3.47K ﹤0.01%
+9
412
$3.47K ﹤0.01%
+29
413
$3.46K ﹤0.01%
40
414
$3.29K ﹤0.01%
+10
415
$3.29K ﹤0.01%
+76
416
$3.28K ﹤0.01%
+23
417
$3.26K ﹤0.01%
+79
418
$3.24K ﹤0.01%
+7
419
$3.09K ﹤0.01%
+18
420
$3.09K ﹤0.01%
13
421
$3.06K ﹤0.01%
+53
422
$3.02K ﹤0.01%
+18
423
$3.01K ﹤0.01%
+118
424
$3.01K ﹤0.01%
+48
425
$2.94K ﹤0.01%
+31
15 16
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