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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$146K 0.13%
+965
77
$143K 0.13%
+8,768
78
$142K 0.13%
+4,734
79
$139K 0.13%
+657
80
$139K 0.13%
+471
81
$135K 0.12%
+1,539
82
$133K 0.12%
+5,656
83
$131K 0.12%
+4,170
84
$129K 0.12%
+2,575
85
$123K 0.11%
+1,236
86
$123K 0.11%
+795
87
$121K 0.11%
+1,104
88
$120K 0.11%
+615
89
$115K 0.11%
+1,235
90
$114K 0.1%
+343
91
$112K 0.1%
+2,699
92
$111K 0.1%
+193
93
$106K 0.1%
+2,588
94
$105K 0.1%
+1,257
95
$104K 0.1%
+981
96
$104K 0.1%
+2,694
97
$104K 0.1%
+1,039
98
$103K 0.09%
+563
99
$103K 0.09%
+1,618
100
$102K 0.09%
+1,910
2 3
4
5 6