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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.12%
4,164
102
$197K 0.12%
657
103
$196K 0.12%
1,539
104
$193K 0.12%
+862
105
$193K 0.12%
2,565
106
$191K 0.11%
1,100
107
$189K 0.11%
391
108
$189K 0.11%
4,844
-14
109
$188K 0.11%
524
110
$186K 0.11%
3,431
111
$179K 0.11%
2,235
112
$178K 0.11%
+1,275
113
$178K 0.11%
2,790
114
$177K 0.11%
1,718
+730
115
$172K 0.1%
2,477
+940
116
$166K 0.1%
+1,882
117
$153K 0.09%
+760
118
$151K 0.09%
8,328
119
$148K 0.09%
965
120
$148K 0.09%
+5,270
121
$146K 0.09%
4,734
122
$144K 0.09%
+4,768
123
$142K 0.08%
2,790
124
$140K 0.08%
512
+410
125
$138K 0.08%
+6,664
3 4
5
6 7