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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$707K 0.65%
+9,838
27
$660K 0.6%
+22,494
28
$645K 0.59%
+2,238
29
$634K 0.58%
+7,009
30
$574K 0.53%
+4,146
31
$534K 0.49%
+2,819
32
$495K 0.45%
+5,461
33
$487K 0.45%
+3,069
34
$464K 0.42%
+1,660
35
$464K 0.42%
+5,582
36
$436K 0.4%
+6,095
37
$434K 0.4%
+11,461
38
$393K 0.36%
+22,588
39
$388K 0.36%
+2,403
40
$386K 0.35%
+4,127
41
$368K 0.34%
+954
42
$358K 0.33%
+22,494
43
$357K 0.33%
+22,368
44
$348K 0.32%
+3,370
45
$318K 0.29%
+6,312
46
$315K 0.29%
+6,012
47
$314K 0.29%
+14,982
48
$306K 0.28%
+200
49
$297K 0.27%
+1,795
50
$272K 0.25%
+2,235
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