EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
+6.14%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+10%)
Cap. Flow
+$9.41M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
48.51%
Holding
547
New
36
Increased
120
Reduced
56
Closed
70
Top Buys
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.78M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$2.05M |
| 3 |
NVIDIA
NVDA
|
$463K |
| 4 |
Microsoft
MSFT
|
$296K |
| 5 |
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% |
