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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$141K 0.12%
2,790
-1,980
77
$132K 0.11%
5,656
78
$130K 0.11%
1,104
79
$124K 0.11%
799
+4
80
$122K 0.11%
4,016
-172
81
$120K 0.1%
615
82
$115K 0.1%
2,310
-130
83
$115K 0.1%
1,592
+5
84
$115K 0.1%
2,000
85
$115K 0.1%
563
86
$110K 0.09%
1,855
-1,058
87
$108K 0.09%
323
-20
88
$107K 0.09%
1,537
89
$107K 0.09%
735
+1
90
$105K 0.09%
3,819
91
$103K 0.09%
3,936
-120
92
$102K 0.09%
988
+3
93
$101K 0.09%
2,278
-100
94
$99.8K 0.09%
970
+52
95
$99.1K 0.09%
1,910
96
$98.1K 0.08%
1,257
97
$97.2K 0.08%
1,404
98
$96.3K 0.08%
515
99
$93.4K 0.08%
1,372
100
$92K 0.08%
472
2 3
4
5 6