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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$251 ﹤0.01%
+1
477
$247 ﹤0.01%
3
478
$206 ﹤0.01%
20
479
$204 ﹤0.01%
+3
480
$172 ﹤0.01%
430
481
$171 ﹤0.01%
15
482
$152 ﹤0.01%
5
483
$140 ﹤0.01%
1,000
484
$129 ﹤0.01%
35
485
$112 ﹤0.01%
+15
486
$109 ﹤0.01%
+15
487
$108 ﹤0.01%
1
488
$98 ﹤0.01%
2
489
$76 ﹤0.01%
1
490
$64 ﹤0.01%
1
491
$61 ﹤0.01%
1
492
$53 ﹤0.01%
15
493
$48 ﹤0.01%
3
494
$35 ﹤0.01%
4
495
– –
0
496
– –
0
497
$19 ﹤0.01%
1
498
– –
0
499
– –
0
500
– –
0
18 19
20
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