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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.08%
193
102
$101K 0.08%
3,819
-2,075
103
$98.8K 0.08%
2,378
104
$97K 0.08%
472
105
$96.2K 0.08%
876
106
$95.1K 0.08%
2,594
+6
107
$93.5K 0.08%
858
108
$90.1K 0.08%
668
109
$89.4K 0.08%
1,324
+25
110
$89.2K 0.08%
430
111
$88.5K 0.07%
918
-82
112
$86K 0.07%
287
-67
113
$85.9K 0.07%
500
114
$83.3K 0.07%
1,110
+8
115
$83.3K 0.07%
1,081
-116
116
$83.2K 0.07%
600
117
$83.1K 0.07%
546
118
$81.2K 0.07%
169
+124
119
$77.9K 0.07%
400
120
$76.6K 0.06%
915
121
$76.6K 0.06%
360
122
$75.2K 0.06%
3,108
+30
123
$74.4K 0.06%
3,239
124
$73.8K 0.06%
745
125
$72.1K 0.06%
+2,927
3 4
5
6 7