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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$155K 0.13%
1,587
+4
77
$148K 0.13%
2,000
78
$146K 0.12%
471
79
$136K 0.11%
5,656
80
$132K 0.11%
4,188
+18
81
$132K 0.11%
795
82
$128K 0.11%
2,440
-135
83
$127K 0.11%
615
84
$125K 0.11%
2,495
-3,817
85
$118K 0.1%
1,104
86
$118K 0.1%
343
87
$114K 0.1%
985
+4
88
$113K 0.09%
1,257
89
$112K 0.09%
1,537
-596
90
$112K 0.09%
1,372
91
$111K 0.09%
563
92
$109K 0.09%
+650
93
$109K 0.09%
4,056
+309
94
$108K 0.09%
1,622
+4
95
$107K 0.09%
2,324
-1,219
96
$107K 0.09%
734
97
$104K 0.09%
1,910
98
$103K 0.09%
1,404
99
$102K 0.09%
2,596
-98
100
$101K 0.09%
515
2 3
4
5 6