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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91.4K 0.08%
876
102
$91.3K 0.08%
500
103
$88.9K 0.08%
2,033
-291
104
$87.4K 0.08%
2,070
-526
105
$87.1K 0.08%
600
106
$86.3K 0.07%
1,324
107
$86.3K 0.07%
2,601
+7
108
$85.2K 0.07%
169
109
$83.1K 0.07%
858
110
$82.9K 0.07%
668
111
$81.5K 0.07%
161
-32
112
$81.3K 0.07%
287
113
$81K 0.07%
1,081
114
$79.4K 0.07%
430
115
$79.3K 0.07%
1,112
+2
116
$79.2K 0.07%
546
117
$79.1K 0.07%
360
118
$78.1K 0.07%
650
119
$74K 0.06%
3,135
+27
120
$72.1K 0.06%
1,135
-487
121
$71.7K 0.06%
418
+20
122
$71.6K 0.06%
915
123
$71.4K 0.06%
694
+100
124
$70K 0.06%
400
125
$68.7K 0.06%
2,927
3 4
5
6 7