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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.19%
200
52
$221K 0.19%
1,484
53
$217K 0.19%
4,334
+1,839
54
$215K 0.19%
469
55
$212K 0.18%
1,364
+6
56
$206K 0.18%
364
57
$204K 0.18%
4,164
58
$200K 0.17%
1,809
+7
59
$199K 0.17%
1,182
+2
60
$197K 0.17%
657
61
$196K 0.17%
1,539
62
$193K 0.17%
2,565
+15
63
$191K 0.17%
1,100
64
$189K 0.16%
391
65
$189K 0.16%
4,858
-11
66
$188K 0.16%
524
67
$186K 0.16%
3,431
68
$179K 0.15%
2,235
69
$178K 0.15%
2,790
70
$170K 0.15%
737
71
$151K 0.13%
8,328
-232
72
$148K 0.13%
965
73
$146K 0.13%
4,734
74
$145K 0.13%
1,236
75
$142K 0.12%
471
1 2
3
4 5