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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.06%
398
127
$70.4K 0.06%
500
128
$68.9K 0.06%
624
129
$67.7K 0.06%
594
130
$67.7K 0.06%
780
131
$67.5K 0.06%
2,065
132
$66.7K 0.06%
882
+4
133
$66K 0.06%
1,392
134
$65.4K 0.06%
1,940
135
$64.8K 0.05%
346
136
$64.2K 0.05%
423
+2
137
$62.9K 0.05%
474
138
$60.1K 0.05%
1,162
-408
139
$57K 0.05%
1,374
-1,325
140
$56.2K 0.05%
1,022
+7
141
$55.5K 0.05%
2,459
-456
142
$55K 0.05%
569
143
$54.8K 0.05%
500
144
$54.2K 0.05%
699
+3
145
$53.6K 0.05%
1,600
146
$53.3K 0.04%
265
147
$52.8K 0.04%
1,945
+131
148
$52.3K 0.04%
887
149
$51.6K 0.04%
467
+4
150
$51.5K 0.04%
131
4 5
6
7 8