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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.07%
2,262
+938
127
$158K 0.07%
1,548
128
$156K 0.07%
615
129
$155K 0.07%
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130
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131
$155K 0.07%
537
132
$153K 0.06%
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133
$152K 0.06%
1,107
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134
$146K 0.06%
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135
$143K 0.06%
2,000
136
$141K 0.06%
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137
$138K 0.06%
1,068
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138
$136K 0.06%
563
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139
$136K 0.06%
3,090
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140
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541
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141
$131K 0.06%
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142
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610
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144
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145
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451
146
$123K 0.05%
500
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147
$121K 0.05%
1,689
148
$120K 0.05%
+4,580
149
$119K 0.05%
1,345
-59
150
$118K 0.05%
563
4 5
6
7 8