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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.1%
200
102
$235K 0.1%
2,270
103
$234K 0.1%
3,869
+8
104
$230K 0.1%
1,635
+1,590
105
$224K 0.1%
1,275
106
$210K 0.09%
2,270
107
$208K 0.09%
1,709
108
$205K 0.09%
1,545
-38
109
$199K 0.09%
7,949
-144
110
$198K 0.09%
2,528
+8
111
$195K 0.08%
287
+1
112
$189K 0.08%
993
+3
113
$187K 0.08%
5,214
+169
114
$186K 0.08%
8,269
115
$185K 0.08%
1,776
116
$183K 0.08%
1,095
117
$181K 0.08%
1,101
118
$180K 0.08%
5,270
119
$180K 0.08%
1,040
120
$179K 0.08%
6,664
121
$178K 0.08%
424
-26
122
$177K 0.08%
760
123
$166K 0.07%
2,441
+2
124
$164K 0.07%
2,679
+1,800
125
$162K 0.07%
1,108
+1
3 4
5
6 7