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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.18%
2,272
-109
77
$345K 0.16%
2,091
-73
78
$343K 0.16%
10,239
+3,922
79
$336K 0.16%
4,554
-2,091
80
$330K 0.16%
2,416
+18
81
$325K 0.15%
2,132
82
$318K 0.15%
2,821
83
$306K 0.15%
2,019
84
$305K 0.14%
885
85
$286K 0.14%
596
+66
86
$285K 0.13%
2,550
87
$281K 0.13%
558
88
$280K 0.13%
200
89
$278K 0.13%
2,803
+34
90
$276K 0.13%
6,200
91
$268K 0.13%
2,576
-182
92
$266K 0.13%
2,270
93
$263K 0.12%
1,776
-574
94
$258K 0.12%
1,015
95
$253K 0.12%
1,384
96
$250K 0.12%
2,580
-500
97
$244K 0.12%
2,971
-820
98
$239K 0.11%
2,074
99
$239K 0.11%
909
100
$235K 0.11%
285
+1
2 3
4
5 6