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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.23%
3,404
+1,595
77
$345K 0.21%
2,547
+2,047
78
$342K 0.21%
+6,800
79
$321K 0.19%
1,906
+724
80
$321K 0.19%
2,428
81
$310K 0.19%
3,820
+3,381
82
$306K 0.18%
+6,200
83
$291K 0.17%
+2,950
84
$287K 0.17%
+6,860
85
$267K 0.16%
2,758
+1,900
86
$263K 0.16%
2,821
87
$259K 0.16%
856
+385
88
$244K 0.15%
2,074
+970
89
$236K 0.14%
1,834
+1,360
90
$228K 0.14%
6,867
+4,266
91
$227K 0.14%
+2,270
92
$222K 0.13%
200
93
$219K 0.13%
+3,080
94
$218K 0.13%
+2,019
95
$218K 0.13%
4,334
96
$215K 0.13%
469
97
$214K 0.13%
2,439
-220
98
$212K 0.13%
1,364
99
$209K 0.13%
909
+172
100
$209K 0.13%
1,115
+600
2 3
4
5 6