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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.99%
41,297
+8,027
27
$1.8M 0.77%
21,353
+1,886
28
$1.72M 0.74%
61,968
+3,192
29
$1.62M 0.7%
6,194
-15
30
$1.58M 0.68%
41,094
+588
31
$1.51M 0.65%
12,408
-3,815
32
$1.42M 0.61%
35,793
+1,999
33
$1.38M 0.59%
36,805
+204
34
$1.37M 0.59%
21,047
+12
35
$1.36M 0.58%
19,090
36
$1.33M 0.57%
22,099
37
$1.3M 0.56%
13,439
+935
38
$1.18M 0.51%
6,353
+212
39
$1.13M 0.48%
5,698
40
$1.07M 0.46%
1,874
-60
41
$1.03M 0.44%
1,159
42
$996K 0.43%
38,686
+572
43
$942K 0.4%
14,311
+54
44
$914K 0.39%
2,511
45
$896K 0.38%
3,979
46
$813K 0.35%
5,017
-222
47
$778K 0.33%
21,694
-250
48
$754K 0.32%
32,139
-2,580
49
$713K 0.31%
34,694
+1,580
50
$695K 0.3%
6,820
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2
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