EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
501
– –
0
502
– –
0
503
$12 ﹤0.01%
11
504
– –
0
505
– –
0
506
$10 ﹤0.01%
3
507
– –
0
508
– –
0
509
$9 ﹤0.01%
1
-1
510
– –
0
511
$2 ﹤0.01%
1
512
$1 ﹤0.01%
1
513
– –
-330
514
– –
-272
515
– –
-220
516
– –
-120
517
– –
-69
518
– –
-230
519
– –
-605
520
– –
-500
521
– –
-92
522
– –
-1,272
523
– –
-40
524
– –
-220
525
– –
-39
18 19 20
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