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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.07%
528
-35
127
$151K 0.07%
615
128
$148K 0.06%
451
129
$145K 0.06%
6,374
130
$143K 0.06%
973
-309
131
$142K 0.06%
2,000
132
$141K 0.06%
2,790
133
$140K 0.06%
1,548
134
$140K 0.06%
1,559
+4
135
$139K 0.06%
4,734
136
$137K 0.06%
537
137
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705
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138
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563
139
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1,119
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140
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141
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3,092
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142
$126K 0.05%
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143
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$124K 0.05%
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145
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146
$121K 0.05%
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147
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148
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1,977
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149
$118K 0.05%
200
150
$118K 0.05%
2,339
4 5
6
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