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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.54K ﹤0.01%
41
427
$1.42K ﹤0.01%
74
428
$1.25K ﹤0.01%
50
429
$1.23K ﹤0.01%
+200
430
$1.17K ﹤0.01%
5
431
$1.13K ﹤0.01%
20
432
$1.13K ﹤0.01%
12
-12
433
$1.09K ﹤0.01%
18
434
$1.01K ﹤0.01%
29
435
$896 ﹤0.01%
12
436
$850 ﹤0.01%
37
437
$777 ﹤0.01%
10
438
$773 ﹤0.01%
29
439
$759 ﹤0.01%
92
-44
440
$729 ﹤0.01%
6
441
$685 ﹤0.01%
7
442
$620 ﹤0.01%
6
443
$532 ﹤0.01%
116
444
$362 ﹤0.01%
20
445
$296 ﹤0.01%
5
446
$268 ﹤0.01%
1
447
$234 ﹤0.01%
+17
448
$219 ﹤0.01%
3
449
$211 ﹤0.01%
3
450
$205 ﹤0.01%
5
16 17
18
19 20