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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.96%
5,006
-5
27
$2.09M 0.88%
51,721
+15,928
28
$1.69M 0.71%
+16,808
29
$1.59M 0.67%
11,839
-569
30
$1.55M 0.66%
7,074
+721
31
$1.46M 0.62%
42,463
+1,369
32
$1.37M 0.58%
13,267
-172
33
$1.37M 0.58%
17,950
-3,403
34
$1.36M 0.57%
20,908
-139
35
$1.33M 0.56%
22,225
+126
36
$1.29M 0.55%
7,374
-15,635
37
$1.25M 0.53%
18,798
-292
38
$1.24M 0.53%
37,486
+681
39
$1.16M 0.49%
41,935
-20,033
40
$1.07M 0.45%
1,879
+5
41
$987K 0.42%
5,552
-146
42
$967K 0.41%
37,396
-1,290
43
$939K 0.4%
+36,993
44
$935K 0.39%
1,020
-139
45
$856K 0.36%
3,890
-89
46
$791K 0.33%
3,300
+20
47
$749K 0.32%
2,501
-10
48
$741K 0.31%
31,845
-294
49
$734K 0.31%
21,229
+20,103
50
$694K 0.29%
21,259
-435
1
2
3 4 5