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
$253M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$1.52M
3 +$773K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$718K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$618K

Sector Composition

1 Technology 6.1%
2 Communication Services 3.04%
3 Consumer Discretionary 2.2%
4 Financials 2.05%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GPC icon
401
Genuine Parts
GPC
$18.5B
$5.34K ﹤0.01%
44
HYS icon
402
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.47B
$5.13K ﹤0.01%
54
LBRDK icon
403
Liberty Broadband Class C
LBRDK
$8.37B
$5.12K ﹤0.01%
52
DTEC icon
404
ALPS Disruptive Technologies ETF
DTEC
$88M
$4.98K ﹤0.01%
101
CVS icon
405
CVS Health
CVS
$105B
$4.83K ﹤0.01%
70
GSLC icon
406
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$4.82K ﹤0.01%
40
WFC icon
407
Wells Fargo
WFC
$262B
$4.81K ﹤0.01%
60
NXPI icon
408
NXP Semiconductors
NXPI
$54B
$4.81K ﹤0.01%
22
WBD icon
409
Warner Bros
WBD
$45B
$4.3K ﹤0.01%
375
+282
EMB icon
410
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$4.26K ﹤0.01%
46
STZ icon
411
Constellation Brands
STZ
$24.6B
$4.23K ﹤0.01%
26
ESTC icon
412
Elastic
ESTC
$8.63B
$4.22K ﹤0.01%
50
AEP icon
413
American Electric Power
AEP
$62.9B
$4.15K ﹤0.01%
40
DXC icon
414
DXC Technology
DXC
$2.3B
$4.08K ﹤0.01%
267
IBRX icon
415
ImmunityBio
IBRX
$2.27B
$3.96K ﹤0.01%
1,500
SAM icon
416
Boston Beer
SAM
$2.44B
$3.82K ﹤0.01%
20
BIIB icon
417
Biogen
BIIB
$21B
$3.77K ﹤0.01%
30
LHX icon
418
L3Harris
LHX
$53.1B
$3.76K ﹤0.01%
15
BIDU icon
419
Baidu
BIDU
$41.3B
$3.43K ﹤0.01%
40
FGDL icon
420
Franklin Responsibly Sourced Gold ETF
FGDL
$399M
$3.21K ﹤0.01%
73
QUAL icon
421
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$3.18K ﹤0.01%
17
EMR icon
422
Emerson Electric
EMR
$72.8B
$2.8K ﹤0.01%
21
-79
VOOG icon
423
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$2.8K ﹤0.01%
7
FNDA icon
424
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
$2.73K ﹤0.01%
95
MDGL icon
425
Madrigal Pharmaceuticals
MDGL
$9.78B
$2.72K ﹤0.01%
9