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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.32%
4,438
-183
52
$706K 0.31%
21,409
+180
53
$699K 0.3%
35,351
-145
54
$668K 0.29%
3,990
+3
55
$658K 0.28%
2,105
+7
56
$657K 0.28%
28,551
-3,294
57
$656K 0.28%
8,025
58
$653K 0.28%
6,820
59
$645K 0.28%
5,698
+1,850
60
$605K 0.26%
5,415
61
$577K 0.25%
20,848
-411
62
$559K 0.24%
5,736
+19
63
$541K 0.23%
4,438
+9
64
$528K 0.23%
639
-11
65
$527K 0.23%
6,998
+369
66
$524K 0.23%
3,068
-54
67
$511K 0.22%
5,650
+91
68
$501K 0.22%
9,886
69
$499K 0.22%
2,250
-150
70
$489K 0.21%
4,176
71
$473K 0.2%
2,946
72
$459K 0.2%
2,436
-170
73
$446K 0.19%
1,640
-163
74
$430K 0.19%
9,831
-781
75
$429K 0.19%
4,360
+24
1 2
3
4 5