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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.31%
3,279
+1
52
$636K 0.3%
33,114
+256
53
$622K 0.29%
7,943
+103
54
$608K 0.29%
5,415
55
$604K 0.29%
3,566
56
$598K 0.28%
6,820
-150
57
$588K 0.28%
650
58
$565K 0.27%
1,803
59
$557K 0.26%
3,701
+250
60
$551K 0.26%
5,666
+25
61
$549K 0.26%
4,234
+48
62
$543K 0.26%
3,469
-102
63
$542K 0.26%
1,064
-46
64
$537K 0.25%
4,518
+5
65
$535K 0.25%
7,361
+97
66
$528K 0.25%
2,071
-123
67
$527K 0.25%
2,418
-50
68
$523K 0.25%
941
69
$483K 0.23%
2,644
-102
70
$481K 0.23%
22,744
+250
71
$470K 0.22%
11,037
-4,310
72
$460K 0.22%
3,888
73
$455K 0.22%
10,511
-17
74
$453K 0.21%
5,402
-185
75
$395K 0.19%
6,800
1 2
3
4 5