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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.41K ﹤0.01%
50
427
$1.37K ﹤0.01%
73
-11
428
$1.32K ﹤0.01%
+5
429
$1.28K ﹤0.01%
10
430
$1.19K ﹤0.01%
+13
431
$1.03K ﹤0.01%
+18
432
$1.02K ﹤0.01%
20
-60
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$910 ﹤0.01%
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-200
434
$818 ﹤0.01%
29
435
$783 ﹤0.01%
12
436
$769 ﹤0.01%
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$654 ﹤0.01%
+10
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$599 ﹤0.01%
+7
439
$593 ﹤0.01%
+6
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$575 ﹤0.01%
+69
441
$385 ﹤0.01%
44
-55
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$360 ﹤0.01%
1,000
443
$265 ﹤0.01%
+5
444
$263 ﹤0.01%
3
445
$261 ﹤0.01%
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446
$229 ﹤0.01%
430
447
$213 ﹤0.01%
20
448
$206 ﹤0.01%
15
449
$187 ﹤0.01%
+5
450
$170 ﹤0.01%
35
16 17
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19 20