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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.3%
3,280
+1
52
$684K 0.29%
5,415
53
$664K 0.29%
7,943
54
$631K 0.27%
2,072
+1
55
$621K 0.27%
3,701
56
$620K 0.27%
4,176
-58
57
$613K 0.26%
5,692
+26
58
$611K 0.26%
4,149
+680
59
$598K 0.26%
1,803
60
$584K 0.25%
999
-65
61
$576K 0.25%
650
62
$574K 0.25%
2,420
+2
63
$572K 0.25%
7,324
-37
64
$564K 0.24%
3,888
65
$555K 0.24%
4,419
-99
66
$533K 0.23%
+23,142
67
$533K 0.23%
3,116
-450
68
$532K 0.23%
2,652
+8
69
$531K 0.23%
5,450
+48
70
$506K 0.22%
11,037
71
$467K 0.2%
6,800
72
$460K 0.2%
22,494
-250
73
$432K 0.19%
9,813
-698
74
$424K 0.18%
819
-122
75
$387K 0.17%
2,273
+1
1 2
3
4 5