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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.33%
21,694
-800
52
$641K 0.32%
32,858
-4,014
53
$630K 0.31%
15,347
-5,648
54
$627K 0.31%
6,970
-675
55
$626K 0.31%
7,840
+760
56
$619K 0.31%
2,194
-222
57
$609K 0.3%
4,186
-10
58
$580K 0.29%
5,641
+59
59
$564K 0.28%
2,468
-177
60
$564K 0.28%
1,803
-77
61
$563K 0.28%
3,571
+1,665
62
$549K 0.27%
1,110
-429
63
$538K 0.27%
3,451
-2,135
64
$537K 0.27%
7,264
-333
65
$522K 0.26%
2,746
-125
66
$520K 0.26%
4,513
-1,184
67
$507K 0.25%
3,566
-800
68
$506K 0.25%
650
-150
69
$484K 0.24%
5,587
-61
70
$481K 0.24%
6,645
-1,181
71
$475K 0.24%
941
72
$440K 0.22%
10,528
-108
73
$429K 0.21%
3,888
-1,357
74
$417K 0.21%
2,381
-103
75
$417K 0.21%
2,350
-1,054
1 2
3
4 5