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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.39%
20,072
+19,385
52
$637K 0.38%
2,416
+755
53
$626K 0.38%
36,872
+13,930
54
$597K 0.36%
+7,645
55
$578K 0.35%
22,494
56
$537K 0.32%
5,697
+425
57
$512K 0.31%
4,366
+3,130
58
$500K 0.3%
2,645
59
$498K 0.3%
5,582
60
$492K 0.3%
7,597
-64
61
$488K 0.29%
7,080
+985
62
$480K 0.29%
941
63
$478K 0.29%
3,295
+2,560
64
$469K 0.28%
4,196
65
$467K 0.28%
2,871
+480
66
$435K 0.26%
+19,680
67
$433K 0.26%
2,971
+2,546
68
$432K 0.26%
5,648
-12
69
$430K 0.26%
+800
70
$430K 0.26%
7,826
+2,205
71
$421K 0.25%
2,484
+1,171
72
$401K 0.24%
1,880
+1,615
73
$399K 0.24%
10,636
74
$391K 0.23%
22,494
75
$385K 0.23%
+5,245
1 2
3
4 5