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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.06K ﹤0.01%
28
402
$6K ﹤0.01%
20
403
$5.81K ﹤0.01%
25
404
$5.75K ﹤0.01%
+26
405
$5.63K ﹤0.01%
193
406
$5.54K ﹤0.01%
+75
407
$5.35K ﹤0.01%
71
408
$5.33K ﹤0.01%
267
409
$5.14K ﹤0.01%
+44
410
$5.14K ﹤0.01%
201
+4
411
$5.06K ﹤0.01%
54
412
$4.99K ﹤0.01%
88
413
$4.95K ﹤0.01%
50
414
$4.59K ﹤0.01%
30
-28
415
$4.58K ﹤0.01%
101
416
$4.57K ﹤0.01%
+22
417
$4.54K ﹤0.01%
39
418
$4.49K ﹤0.01%
132
+4
419
$4.31K ﹤0.01%
50
420
$4.26K ﹤0.01%
83
421
$4.21K ﹤0.01%
60
422
$4.1K ﹤0.01%
46
423
$3.89K ﹤0.01%
52
424
$3.84K ﹤0.01%
1,500
425
$3.79K ﹤0.01%
9
15 16
17
18 19