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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.18K ﹤0.01%
83
402
$4.02K ﹤0.01%
52
403
$3.84K ﹤0.01%
50
404
$3.7K ﹤0.01%
350
+150
405
$3.59K ﹤0.01%
+100
406
$3.39K ﹤0.01%
60
407
$3.34K ﹤0.01%
19
-649
408
$3.27K ﹤0.01%
+75
409
$3.2K ﹤0.01%
13
410
$3.17K ﹤0.01%
50
411
$3.09K ﹤0.01%
17
412
$3.02K ﹤0.01%
168
413
$2.81K ﹤0.01%
94
414
$2.71K ﹤0.01%
115
415
$2.54K ﹤0.01%
61
416
$2.49K ﹤0.01%
119
417
$2.42K ﹤0.01%
7
418
$2.34K ﹤0.01%
281
+16
419
$2.29K ﹤0.01%
9
-9
420
$2.18K ﹤0.01%
28
421
$2.17K ﹤0.01%
15
422
$2.08K ﹤0.01%
290
423
$1.91K ﹤0.01%
9
424
$1.72K ﹤0.01%
60
425
$1.55K ﹤0.01%
39
+1
15 16
17
18 19