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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.1%
1,275
102
$243K 0.1%
2,075
+1
103
$239K 0.1%
3,847
-31
104
$227K 0.1%
4,840
+21
105
$224K 0.1%
3,950
106
$221K 0.09%
285
107
$218K 0.09%
391
108
$215K 0.09%
1,101
+1
109
$211K 0.09%
2,233
+522
110
$211K 0.09%
8,092
111
$199K 0.09%
1,280
+3
112
$199K 0.09%
5,270
113
$197K 0.08%
1,709
114
$195K 0.08%
462
115
$194K 0.08%
984
+6
116
$194K 0.08%
1,464
+4
117
$193K 0.08%
1,597
+2
118
$191K 0.08%
8,269
+47
119
$187K 0.08%
5,027
+2,099
120
$184K 0.08%
6,664
121
$182K 0.08%
1,040
122
$179K 0.08%
1,040
123
$176K 0.08%
1,551
+3
124
$170K 0.07%
1,104
-74
125
$170K 0.07%
760
3 4
5
6 7