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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.69K ﹤0.01%
+40
427
$3.37K ﹤0.01%
40
428
$3.15K ﹤0.01%
+15
429
$3.08K ﹤0.01%
17
430
$3.02K ﹤0.01%
13
431
$2.83K ﹤0.01%
43
+4
432
$2.81K ﹤0.01%
95
+1
433
$2.78K ﹤0.01%
9
434
$2.6K ﹤0.01%
119
435
$2.58K ﹤0.01%
7
436
$2.54K ﹤0.01%
61
437
$2.45K ﹤0.01%
+20
438
$2.01K ﹤0.01%
50
439
$1.83K ﹤0.01%
28
440
$1.77K ﹤0.01%
245
+45
441
$1.67K ﹤0.01%
60
442
$1.64K ﹤0.01%
5
443
$1.56K ﹤0.01%
281
444
$1.45K ﹤0.01%
+24
445
$1.28K ﹤0.01%
50
446
$1.28K ﹤0.01%
37
447
$1.16K ﹤0.01%
+4
448
$1.12K ﹤0.01%
75
+1
449
$1.11K ﹤0.01%
18
450
$984 ﹤0.01%
93
+1
16 17
18
19 20