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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.08%
2,441
+2
127
$158K 0.08%
4,734
128
$156K 0.07%
1,711
-84
129
$155K 0.07%
760
130
$151K 0.07%
742
131
$149K 0.07%
451
132
$146K 0.07%
561
133
$146K 0.07%
1,548
134
$142K 0.07%
2,000
135
$142K 0.07%
2,790
136
$141K 0.07%
2,235
137
$141K 0.07%
615
138
$141K 0.07%
537
139
$124K 0.06%
605
+2
140
$124K 0.06%
4,417
-2,018
141
$117K 0.06%
2,339
142
$117K 0.06%
1,689
143
$115K 0.05%
1,257
144
$114K 0.05%
1,404
145
$113K 0.05%
1,932
+15
146
$113K 0.05%
516
+16
147
$111K 0.05%
4,002
+12
148
$111K 0.05%
1,892
+9
149
$110K 0.05%
3,722
-20
150
$108K 0.05%
1,025
4 5
6
7 8