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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.24%
+2,821
52
$245K 0.22%
+2,639
53
$242K 0.22%
+4,770
54
$239K 0.22%
+1,313
55
$237K 0.22%
+1,484
56
$234K 0.21%
+10,326
57
$231K 0.21%
+464
58
$223K 0.2%
+1,338
59
$209K 0.19%
+1,358
60
$202K 0.19%
+4,164
61
$194K 0.18%
+2,538
62
$192K 0.18%
+1,178
63
$191K 0.17%
+4,700
64
$188K 0.17%
+3,013
65
$187K 0.17%
+469
66
$174K 0.16%
+542
67
$172K 0.16%
+391
68
$166K 0.15%
+737
69
$160K 0.15%
+3,543
70
$158K 0.14%
+2,790
71
$155K 0.14%
+1,583
72
$154K 0.14%
+2,000
73
$153K 0.14%
+5,894
74
$149K 0.14%
+2,133
75
$149K 0.14%
+3,431
1 2
3
4 5