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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.99%
59,636
+7,915
27
$2.29M 0.99%
6,103
-294
28
$2.2M 0.95%
8,491
-39
29
$2.13M 0.92%
7,745
-806
30
$1.7M 0.74%
16,921
+113
31
$1.55M 0.67%
43,300
+837
32
$1.52M 0.66%
14,053
+2,214
33
$1.36M 0.59%
16,688
-1,262
34
$1.32M 0.57%
23,011
+786
35
$1.29M 0.56%
21,582
+674
36
$1.26M 0.54%
34,838
-2,648
37
$1.25M 0.54%
18,798
38
$1.23M 0.53%
7,094
-280
39
$1.16M 0.5%
6,097
-977
40
$1.15M 0.5%
12,365
-902
41
$1.13M 0.49%
5,406
-146
42
$1M 0.43%
1,878
-1
43
$960K 0.41%
37,073
+80
44
$944K 0.41%
36,038
-5,897
45
$909K 0.39%
+13,938
46
$905K 0.39%
956
-64
47
$873K 0.38%
37,253
-143
48
$835K 0.36%
3,890
49
$806K 0.35%
3,287
-13
50
$747K 0.32%
2,496
-5
1
2
3 4 5