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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.6K 0.06%
3,239
127
$68.5K 0.06%
2,468
+1,660
128
$68K 0.06%
745
129
$67.8K 0.06%
500
130
$65.8K 0.06%
1,392
131
$65.6K 0.06%
2,063
-2
132
$64.8K 0.06%
780
133
$64.3K 0.06%
1,940
134
$62K 0.05%
425
+2
135
$61.2K 0.05%
346
136
$61K 0.05%
474
137
$59.7K 0.05%
624
138
$57.2K 0.05%
1,064
-98
139
$56.5K 0.05%
265
140
$55.4K 0.05%
206
141
$54.5K 0.05%
1,022
142
$54.4K 0.05%
500
143
$52.9K 0.05%
2,459
144
$52K 0.04%
569
145
$51.9K 0.04%
131
146
$50.1K 0.04%
887
147
$49.9K 0.04%
470
+3
148
$49.3K 0.04%
2,113
149
$49.1K 0.04%
1,600
150
$48.7K 0.04%
1,371
+4
4 5
6
7 8