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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.28%
4,621
-396
52
$657K 0.28%
35,496
+802
53
$648K 0.27%
3,848
-40
54
$635K 0.27%
6,820
55
$621K 0.26%
5,717
+25
56
$608K 0.26%
2,098
+26
57
$607K 0.26%
8,025
+82
58
$598K 0.25%
1,803
59
$577K 0.24%
3,987
-162
60
$577K 0.24%
2,400
-20
61
$572K 0.24%
5,415
62
$570K 0.24%
4,429
+10
63
$568K 0.24%
3,122
+6
64
$561K 0.24%
4,176
65
$516K 0.22%
2,606
-46
66
$507K 0.21%
1,003
+4
67
$502K 0.21%
650
68
$499K 0.21%
+9,886
69
$495K 0.21%
5,559
+109
70
$480K 0.2%
22,494
71
$477K 0.2%
2,946
-755
72
$466K 0.2%
6,629
-695
73
$444K 0.19%
10,612
-425
74
$432K 0.18%
+4,336
75
$396K 0.17%
9,785
-28
1 2
3
4 5