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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.05K ﹤0.01%
+73
427
$2.98K ﹤0.01%
9
428
$2.96K ﹤0.01%
17
429
$2.64K ﹤0.01%
20
430
$2.6K ﹤0.01%
95
431
$2.36K ﹤0.01%
7
432
$2.31K ﹤0.01%
61
433
$2.06K ﹤0.01%
28
434
$1.51K ﹤0.01%
+41
435
$1.5K ﹤0.01%
62
+12
436
$1.47K ﹤0.01%
38
-45
437
$1.43K ﹤0.01%
286
+41
438
$1.28K ﹤0.01%
37
439
$1.21K ﹤0.01%
24
440
$1.15K ﹤0.01%
4
441
$1.14K ﹤0.01%
76
+1
442
$1.08K ﹤0.01%
29
443
$1.07K ﹤0.01%
18
444
$998 ﹤0.01%
93
445
$957 ﹤0.01%
50
446
$953 ﹤0.01%
6
447
$846 ﹤0.01%
12
448
$802 ﹤0.01%
10
449
$776 ﹤0.01%
281
450
$761 ﹤0.01%
39
-4
16 17
18
19 20