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
476
$133 ﹤0.01%
+5
477
$107 ﹤0.01%
2
478
$98 ﹤0.01%
+10
479
$86 ﹤0.01%
1
480
$80 ﹤0.01%
+1
481
$72 ﹤0.01%
1
482
$65 ﹤0.01%
+20
483
$58 ﹤0.01%
1
484
– –
0
485
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0
486
$19 ﹤0.01%
2
-1
487
$19 ﹤0.01%
1
488
$18 ﹤0.01%
11
489
– –
0
490
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491
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494
$10 ﹤0.01%
3
495
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0
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498
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500
$4 ﹤0.01%
1
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