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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.18%
13,454
+41
77
$390K 0.17%
9,257
-528
78
$357K 0.15%
2,092
79
$347K 0.15%
22,494
80
$332K 0.14%
577
-12
81
$332K 0.14%
708
+132
82
$329K 0.14%
939
83
$327K 0.14%
2,821
84
$322K 0.14%
2,130
85
$316K 0.14%
2,385
86
$313K 0.14%
2,093
-300
87
$311K 0.13%
849
-48
88
$302K 0.13%
1,819
89
$299K 0.13%
1,995
-38
90
$291K 0.13%
2,550
91
$288K 0.12%
1,443
-7
92
$287K 0.12%
8,221
-2,148
93
$265K 0.11%
2,689
+16
94
$262K 0.11%
4,440
95
$260K 0.11%
679
96
$260K 0.11%
6,420
+136
97
$247K 0.11%
2,075
98
$245K 0.11%
965
-50
99
$243K 0.1%
6,200
100
$242K 0.1%
2,580
2 3
4
5 6