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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$133K 0.08%
1,276
+400
127
$132K 0.08%
1,445
+700
128
$132K 0.08%
5,656
129
$131K 0.08%
742
+396
130
$129K 0.08%
+452
131
$129K 0.08%
1,787
+195
132
$128K 0.08%
+11,705
133
$124K 0.07%
+1,325
134
$122K 0.07%
4,016
135
$120K 0.07%
615
136
$119K 0.07%
369
+335
137
$118K 0.07%
+775
138
$115K 0.07%
2,310
139
$115K 0.07%
1,199
+575
140
$115K 0.07%
2,000
141
$115K 0.07%
563
142
$110K 0.07%
+1,191
143
$110K 0.07%
+1,850
144
$110K 0.07%
1,855
145
$108K 0.06%
323
146
$106K 0.06%
1,280
+500
147
$105K 0.06%
3,819
148
$103K 0.06%
3,936
149
$103K 0.06%
+1,935
150
$101K 0.06%
2,278
4 5
6
7 8