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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.66%
10,772
+934
27
$691K 0.58%
22,494
28
$651K 0.55%
1,912
-326
29
$548K 0.46%
7,743
-3,167
30
$533K 0.45%
2,678
-141
31
$517K 0.44%
5,284
-177
32
$505K 0.43%
4,196
+50
33
$495K 0.42%
1,660
34
$473K 0.4%
5,494
-88
35
$466K 0.39%
954
36
$445K 0.38%
2,630
-439
37
$442K 0.37%
6,095
38
$411K 0.35%
10,744
-717
39
$409K 0.34%
22,942
+354
40
$407K 0.34%
2,428
+25
41
$394K 0.33%
4,141
+14
42
$386K 0.32%
22,380
+12
43
$378K 0.32%
22,494
44
$343K 0.29%
15,676
+694
45
$335K 0.28%
2,570
-800
46
$318K 0.27%
5,617
-395
47
$274K 0.23%
2,821
48
$262K 0.22%
200
49
$245K 0.21%
10,335
+9
50
$243K 0.2%
1,313
1
2
3 4 5