EWP

Elevation Wealth Partners Portfolio holdings

AUM $279M
1-Year Est. Return 19.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.34M
3
+$1.12M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$982K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$928K

Top Sells

1
+$1.46M
2
+$797K
3
+$730K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$454K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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