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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$169K 0.07%
2,000
127
$169K 0.07%
2,288
-153
128
$163K 0.07%
4,734
129
$163K 0.07%
786
130
$157K 0.07%
639
+78
131
$156K 0.07%
451
132
$153K 0.07%
537
133
$150K 0.06%
615
134
$149K 0.06%
1,548
135
$145K 0.06%
6,174
+4
136
$144K 0.06%
2,000
-397
137
$142K 0.06%
2,790
138
$134K 0.06%
1,025
139
$132K 0.06%
608
+3
140
$128K 0.05%
4,417
141
$127K 0.05%
470
142
$126K 0.05%
1,689
143
$124K 0.05%
1,404
144
$123K 0.05%
1,525
-225
145
$123K 0.05%
3,087
+2,685
146
$122K 0.05%
1,940
+8
147
$121K 0.05%
4,008
+6
148
$121K 0.05%
2,250
149
$121K 0.05%
3,739
+17
150
$118K 0.05%
563
4 5
6
7 8