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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.16%
2,393
-23
77
$373K 0.16%
10,239
78
$362K 0.16%
2,092
+1
79
$359K 0.15%
885
80
$356K 0.15%
2,132
81
$355K 0.15%
1,605
+863
82
$341K 0.15%
2,019
83
$338K 0.14%
2,821
84
$337K 0.14%
589
+31
85
$312K 0.13%
6,200
86
$303K 0.13%
1,015
87
$302K 0.13%
2,550
88
$300K 0.13%
200
89
$296K 0.13%
4,570
+16
90
$282K 0.12%
578
-18
91
$277K 0.12%
1,776
92
$276K 0.12%
1,391
+7
93
$272K 0.12%
2,385
-191
94
$270K 0.12%
2,270
95
$268K 0.12%
2,580
96
$266K 0.11%
2,972
+1
97
$257K 0.11%
2,673
-130
98
$251K 0.11%
4,363
99
$251K 0.11%
7,891
+34
100
$250K 0.11%
909
2 3
4
5 6