EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
1-Year Return
12.15%
This Quarter Return
+8.23%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
+$21.9M
(+9.5%)
Cap. Flow
+$5.1M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
47.25%
Holding
506
New
8
Increased
119
Reduced
70
Closed
17
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Communication Services | 3.04% |
| 3 | Consumer Discretionary | 2.2% |
| 4 | Financials | 2.05% |
| 5 | Healthcare | 1.85% |
