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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.94K ﹤0.01%
17
427
$2.9K ﹤0.01%
+21
428
$2.85K ﹤0.01%
+168
429
$2.85K ﹤0.01%
52
430
$2.83K ﹤0.01%
+29
431
$2.79K ﹤0.01%
+13
432
$2.76K ﹤0.01%
+14
433
$2.7K ﹤0.01%
115
434
$2.69K ﹤0.01%
+6
435
$2.65K ﹤0.01%
50
436
$2.58K ﹤0.01%
94
437
$2.52K ﹤0.01%
9
438
$2.51K ﹤0.01%
200
-202
439
$2.48K ﹤0.01%
119
440
$2.46K ﹤0.01%
+9
441
$2.42K ﹤0.01%
+239
442
$2.41K ﹤0.01%
+58
443
$2.4K ﹤0.01%
+35
444
$2.34K ﹤0.01%
7
445
$2.33K ﹤0.01%
61
446
$2.31K ﹤0.01%
4
447
$2.19K ﹤0.01%
15
448
$2.18K ﹤0.01%
28
449
$2.13K ﹤0.01%
290
450
$1.94K ﹤0.01%
+10
16 17
18
19 20