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EWP

Elevation Wealth Partners Portfolio holdings

AUM $279M
1-Year Est. Return 19.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$412K
3
+$393K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$278K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$237K

Top Sells

1
+$605K
2
+$600K
3
+$442K
4
KKR icon
KKR & Co
KKR
+$309K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$296K

Sector Composition

1 Technology 7.17%
2 Communication Services 4.31%
3 Consumer Discretionary 2.1%
4 Financials 2.08%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
151
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$131K 0.05%
892
+2
FNDE icon
152
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$129K 0.05%
3,360
-360
IBM icon
153
IBM
IBM
$256B
$129K 0.05%
530
-25
IGM icon
154
iShares Expanded Tech Sector ETF
IGM
$10.6B
$126K 0.05%
1,062
MRVL icon
155
Marvell Technology
MRVL
$245B
$124K 0.04%
1,251
+68
IWS icon
156
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$123K 0.04%
846
+3
UST icon
157
ProShares Ultra 7-10 Year Treasury
UST
$15.4M
$123K 0.04%
2,865
+13
WMT icon
158
Walmart Inc
WMT
$963B
$121K 0.04%
971
+72
JPST icon
159
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$118K 0.04%
2,339
NFLX icon
160
Netflix
NFLX
$338B
$118K 0.04%
1,222
-104
VGT icon
161
Vanguard Information Technology ETF
VGT
$142B
$114K 0.04%
1,304
AOR icon
162
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.62B
$112K 0.04%
1,744
+366
EQR icon
163
Equity Residential
EQR
$25.2B
$104K 0.04%
1,754
+46
AOA icon
164
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.15B
$104K 0.04%
1,170
-33
CSCO icon
165
Cisco
CSCO
$477B
$103K 0.04%
1,324
+30
VIS icon
166
Vanguard Industrials ETF
VIS
$7.87B
$102K 0.04%
327
+1
XLF icon
167
State Street Financial Select Sector SPDR ETF
XLF
$50B
$99.1K 0.04%
2,007
+10
BSV icon
168
Vanguard Short-Term Bond ETF
BSV
$45.1B
$98.5K 0.04%
1,256
+7
MMM icon
169
3M
MMM
$82.6B
$97.6K 0.04%
672
+7
AMGN icon
170
Amgen
AMGN
$192B
$97.1K 0.03%
276
-26
WM icon
171
Waste Management
WM
$88.1B
$97K 0.03%
422
-132
MDLZ icon
172
Mondelez International
MDLZ
$80.9B
$96.7K 0.03%
1,678
+70
AMLP icon
173
Alerian MLP ETF
AMLP
$12.3B
$96.3K 0.03%
1,829
-154
IJH icon
174
iShares Core S&P Mid-Cap ETF
IJH
$122B
$94.2K 0.03%
1,395
-117
IWR icon
175
iShares Russell Mid-Cap ETF
IWR
$55.6B
$93.8K 0.03%
965
-192
5 6
7
8 9