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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.11%
+7,857
102
$231K 0.11%
4,363
+123
103
$230K 0.11%
1,275
104
$228K 0.11%
3,878
+1,792
105
$220K 0.1%
391
106
$204K 0.1%
8,092
107
$196K 0.09%
4,819
-31
108
$194K 0.09%
3,950
-2,485
109
$193K 0.09%
5,270
110
$192K 0.09%
1,548
+3
111
$191K 0.09%
6,170
-530
112
$191K 0.09%
1,100
113
$183K 0.09%
8,222
-1,867
114
$181K 0.09%
462
+244
115
$178K 0.08%
978
+4
116
$176K 0.08%
1,460
+4
117
$174K 0.08%
6,664
118
$173K 0.08%
786
119
$172K 0.08%
1,178
+2
120
$171K 0.08%
1,709
-40
121
$170K 0.08%
1,277
122
$168K 0.08%
2,397
-1,035
123
$167K 0.08%
1,040
124
$167K 0.08%
+1,040
125
$160K 0.08%
1,595
-13
3 4
5
6 7