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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$767K 0.66%
11,102
+330
27
$604K 0.52%
1,912
28
$578K 0.5%
22,494
29
$500K 0.43%
2,645
-33
30
$498K 0.43%
5,582
+1,441
31
$497K 0.43%
5,272
-12
32
$493K 0.43%
7,661
-82
33
$480K 0.41%
941
-13
34
$469K 0.41%
4,196
35
$438K 0.38%
1,661
+1
36
$428K 0.37%
5,660
+166
37
$420K 0.36%
6,095
38
$399K 0.34%
10,636
-108
39
$391K 0.34%
22,494
40
$390K 0.34%
22,942
41
$381K 0.33%
2,391
-239
42
$342K 0.3%
20,553
-1,827
43
$327K 0.28%
2,571
+1
44
$321K 0.28%
15,520
-156
45
$321K 0.28%
2,428
46
$309K 0.27%
5,621
+4
47
$263K 0.23%
2,821
48
$234K 0.2%
2,659
+11
49
$231K 0.2%
10,218
-117
50
$222K 0.19%
1,313
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