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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.17%
13,413
+5,522
77
$384K 0.16%
2,393
78
$358K 0.15%
575
+456
79
$351K 0.15%
2,092
80
$350K 0.15%
2,130
-2
81
$349K 0.15%
897
+12
82
$346K 0.15%
10,369
+130
83
$345K 0.15%
589
84
$331K 0.14%
2,821
85
$321K 0.14%
1,015
86
$320K 0.14%
1,450
-155
87
$313K 0.13%
1,819
-200
88
$309K 0.13%
2,550
89
$309K 0.13%
2,033
-240
90
$302K 0.13%
679
-140
91
$298K 0.13%
2,673
92
$297K 0.13%
939
+30
93
$295K 0.12%
576
-2
94
$275K 0.12%
1,403
+12
95
$270K 0.11%
2,385
96
$254K 0.11%
1,095
+55
97
$249K 0.11%
6,284
+1,444
98
$246K 0.1%
3,861
+14
99
$245K 0.1%
200
100
$240K 0.1%
1,776
2 3
4
5 6