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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$102K 0.09%
+1,372
102
$102K 0.09%
+354
103
$99.3K 0.09%
+1,197
104
$98.2K 0.09%
+1,404
105
$97.6K 0.09%
+3,747
106
$95.6K 0.09%
+734
107
$93K 0.09%
+876
108
$90.2K 0.08%
+2,378
109
$89.9K 0.08%
+472
110
$89.5K 0.08%
+500
111
$87.9K 0.08%
+1,299
112
$86.9K 0.08%
+858
113
$85.8K 0.08%
+515
114
$84.5K 0.08%
+668
115
$83.4K 0.08%
+1,000
116
$82.2K 0.08%
+430
117
$82.1K 0.08%
+1,570
118
$81.2K 0.07%
+1,102
119
$80.4K 0.07%
+915
120
$80.4K 0.07%
+360
121
$79.7K 0.07%
+600
122
$78.9K 0.07%
+400
123
$77.5K 0.07%
+745
124
$76.6K 0.07%
+624
125
$75.7K 0.07%
+1,502
3 4
5
6 7