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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.2%
2,648
+9
52
$242K 0.2%
4,770
53
$238K 0.2%
1,802
+7
54
$227K 0.19%
469
55
$221K 0.19%
1,358
56
$205K 0.17%
3,431
57
$204K 0.17%
4,164
58
$200K 0.17%
1,484
59
$196K 0.17%
364
-100
60
$196K 0.16%
4,869
+169
61
$194K 0.16%
524
-18
62
$193K 0.16%
2,550
+12
63
$189K 0.16%
1,100
-238
64
$189K 0.16%
657
65
$188K 0.16%
391
66
$186K 0.16%
1,180
+2
67
$183K 0.15%
2,790
68
$181K 0.15%
2,913
-100
69
$180K 0.15%
2,235
70
$179K 0.15%
1,539
71
$175K 0.15%
737
72
$161K 0.14%
4,734
73
$160K 0.14%
8,560
-208
74
$158K 0.13%
1,236
75
$156K 0.13%
965
1 2
3
4 5