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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50.9K 0.05%
+2,113
152
$50.6K 0.05%
+463
153
$50.2K 0.05%
+1,757
154
$50K 0.05%
+780
155
$49.8K 0.05%
+206
156
$48.2K 0.04%
+1,835
157
$48.2K 0.04%
+1,600
158
$47.7K 0.04%
+1,867
159
$47.7K 0.04%
+150
160
$47.6K 0.04%
+131
161
$47.2K 0.04%
+865
162
$47.1K 0.04%
+679
163
$46.7K 0.04%
+1,052
164
$46.5K 0.04%
+1,309
165
$46.2K 0.04%
+1,814
166
$45.7K 0.04%
+2,500
167
$45.4K 0.04%
+733
168
$45.4K 0.04%
+265
169
$45K 0.04%
+700
170
$44.6K 0.04%
+1,364
171
$44.3K 0.04%
+610
172
$44.1K 0.04%
+753
173
$43.6K 0.04%
+2,729
174
$43.4K 0.04%
+331
175
$43.2K 0.04%
+105
5 6
7
8 9