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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.27K ﹤0.01%
88
402
$5.24K ﹤0.01%
44
403
$5.06K ﹤0.01%
54
404
$4.78K ﹤0.01%
20
405
$4.77K ﹤0.01%
26
406
$4.76K ﹤0.01%
132
407
$4.74K ﹤0.01%
70
-400
408
$4.73K ﹤0.01%
72
+1
409
$4.55K ﹤0.01%
267
410
$4.51K ﹤0.01%
1,500
411
$4.46K ﹤0.01%
50
412
$4.42K ﹤0.01%
52
413
$4.39K ﹤0.01%
101
414
$4.37K ﹤0.01%
40
415
$4.36K ﹤0.01%
40
+1
416
$4.31K ﹤0.01%
60
417
$4.18K ﹤0.01%
22
418
$4.17K ﹤0.01%
50
419
$4.17K ﹤0.01%
46
420
$4.11K ﹤0.01%
30
421
$4.08K ﹤0.01%
540
-100
422
$3.68K ﹤0.01%
40
423
$3.56K ﹤0.01%
88
+28
424
$3.14K ﹤0.01%
15
425
$3.06K ﹤0.01%
13
15 16
17
18 19