EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
This Quarter Return
-3.37%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-2.5%)
Cap. Flow
+$2.75M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
60.79%
Holding
369
New
12
Increased
76
Reduced
41
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.59% |
| 2 | Communication Services | 3.73% |
| 3 | Consumer Discretionary | 2.19% |
| 4 | Healthcare | 1.96% |
| 5 | Financials | 1.02% |
