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 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
451
$939 ﹤0.01%
12
452
$893 ﹤0.01%
12
453
$867 ﹤0.01%
29
454
$790 ﹤0.01%
10
455
$723 ﹤0.01%
6
456
$705 ﹤0.01%
7
457
$670 ﹤0.01%
29
458
$646 ﹤0.01%
+12
459
$646 ﹤0.01%
6
460
$477 ﹤0.01%
+24
461
$306 ﹤0.01%
+12
462
$305 ﹤0.01%
5
463
$304 ﹤0.01%
17
464
$281 ﹤0.01%
1
465
$267 ﹤0.01%
5
466
$226 ﹤0.01%
430
467
$198 ﹤0.01%
3
468
$188 ﹤0.01%
+3
469
$163 ﹤0.01%
20
470
$162 ﹤0.01%
+2
471
$160 ﹤0.01%
4
472
$139 ﹤0.01%
116
473
$138 ﹤0.01%
+1
474
$135 ﹤0.01%
1
475
$135 ﹤0.01%
15