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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75.1K 0.07%
+3,078
127
$74.3K 0.07%
+3,239
128
$72.9K 0.07%
+398
129
$71.9K 0.07%
+546
130
$68.5K 0.06%
+500
131
$67K 0.06%
+878
132
$66.9K 0.06%
+2,915
133
$66.6K 0.06%
+1,392
134
$64.7K 0.06%
+2,065
135
$62.7K 0.06%
+421
136
$62.4K 0.06%
+1,940
137
$61.7K 0.06%
+346
138
$61.6K 0.06%
+1,524
139
$61.4K 0.06%
+474
140
$58.3K 0.05%
+1,500
141
$58.2K 0.05%
+594
142
$56.8K 0.05%
+508
143
$55.4K 0.05%
+1,015
144
$55K 0.05%
+500
145
$54.4K 0.05%
+1,000
146
$52.8K 0.05%
+887
147
$52.4K 0.05%
+606
148
$51.8K 0.05%
+569
149
$51.6K 0.05%
+243
150
$51.5K 0.05%
+696
4 5
6
7 8