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
451
$1.87K ﹤0.01%
24
+4
452
$1.86K ﹤0.01%
+9
453
$1.8K ﹤0.01%
265
+40
454
$1.79K ﹤0.01%
+53
455
$1.6K ﹤0.01%
+6
456
$1.58K ﹤0.01%
+25
457
$1.53K ﹤0.01%
+38
458
$1.52K ﹤0.01%
74
+1
459
$1.46K ﹤0.01%
41
460
$1.41K ﹤0.01%
60
461
$1.4K ﹤0.01%
5
462
$1.31K ﹤0.01%
50
463
$1.04K ﹤0.01%
18
464
$1.01K ﹤0.01%
136
+92
465
$983 ﹤0.01%
20
466
$951 ﹤0.01%
116
-1
467
$769 ﹤0.01%
37
468
$750 ﹤0.01%
29
469
$729 ﹤0.01%
+29
470
$720 ﹤0.01%
12
471
$665 ﹤0.01%
10
472
$608 ﹤0.01%
6
-7
473
$588 ﹤0.01%
6
474
$537 ﹤0.01%
7
475
$274 ﹤0.01%
5
17 18
19
20 21