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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.1%
6,200
102
$239K 0.1%
1,275
103
$238K 0.1%
3,950
104
$235K 0.1%
2,580
105
$233K 0.1%
4,440
+77
106
$228K 0.1%
+2,270
107
$227K 0.1%
1,282
+2
108
$226K 0.1%
8,093
+1
109
$223K 0.09%
2,075
110
$221K 0.09%
2,270
111
$221K 0.09%
2,000
112
$197K 0.08%
5,270
113
$191K 0.08%
450
-12
114
$191K 0.08%
5,045
+18
115
$189K 0.08%
990
+6
116
$189K 0.08%
6,664
117
$187K 0.08%
2,520
-2,050
118
$184K 0.08%
1,709
119
$184K 0.08%
8,269
120
$183K 0.08%
1,583
-14
121
$180K 0.08%
286
+1
122
$179K 0.08%
1,101
123
$176K 0.07%
1,040
124
$174K 0.07%
760
125
$165K 0.07%
1,118
+93
3 4
5
6 7