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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.74%
27,142
-131
27
$1.22M 0.73%
+19,090
28
$1.21M 0.72%
22,985
29
$1.18M 0.71%
37,398
30
$1.18M 0.71%
12,540
31
$1.1M 0.66%
7,032
+6,233
32
$1.07M 0.64%
+7,030
33
$1.05M 0.63%
57,426
34
$1.01M 0.6%
21,311
35
$967K 0.58%
6,488
+5,004
36
$888K 0.53%
1,945
37
$888K 0.53%
1,572
+1,208
38
$882K 0.53%
+11,965
39
$863K 0.52%
41,668
+26,148
40
$834K 0.5%
35,373
+32,238
41
$829K 0.5%
15,728
42
$802K 0.48%
6,311
+3,740
43
$797K 0.48%
20,995
+19,909
44
$776K 0.47%
1,539
+1,370
45
$767K 0.46%
11,102
46
$748K 0.45%
+6,664
47
$745K 0.45%
+17,130
48
$732K 0.44%
+5,586
49
$683K 0.41%
+3,979
50
$671K 0.4%
+2,545
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