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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.2%
22,494
77
$385K 0.19%
6,800
78
$375K 0.19%
2,398
-30
79
$351K 0.18%
2,164
-807
80
$351K 0.18%
+14,564
81
$339K 0.17%
885
+29
82
$339K 0.17%
2,769
-1,051
83
$339K 0.17%
2,132
-415
84
$324K 0.16%
6,435
-425
85
$322K 0.16%
3,791
-18,174
86
$316K 0.16%
2,019
87
$313K 0.16%
2,758
88
$312K 0.16%
6,200
89
$312K 0.16%
2,821
90
$304K 0.15%
2,550
-400
91
$296K 0.15%
6,700
+5,329
92
$293K 0.15%
2,270
93
$277K 0.14%
3,080
94
$271K 0.14%
558
-99
95
$266K 0.13%
200
96
$264K 0.13%
1,015
-100
97
$254K 0.13%
909
98
$253K 0.13%
1,384
+20
99
$243K 0.12%
3,432
+1
100
$241K 0.12%
2,074
2 3
4
5 6