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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51.3K 0.04%
243
152
$51.3K 0.04%
2,113
153
$50.8K 0.04%
1,055
+3
154
$50.8K 0.04%
110
155
$49.9K 0.04%
1,867
156
$49.5K 0.04%
606
157
$49K 0.04%
885
+20
158
$47K 0.04%
1,331
+22
159
$47K 0.04%
2,500
160
$46.8K 0.04%
105
161
$46.7K 0.04%
611
+1
162
$45.7K 0.04%
206
163
$45.7K 0.04%
1,367
+3
164
$45.5K 0.04%
1,835
165
$44.5K 0.04%
332
+1
166
$44.4K 0.04%
534
167
$44.4K 0.04%
150
168
$44.3K 0.04%
2,776
+47
169
$43.6K 0.04%
755
+2
170
$43.4K 0.04%
679
171
$43K 0.04%
1,086
172
$40K 0.03%
778
+3
173
$39.6K 0.03%
972
-552
174
$39.2K 0.03%
439
-600
175
$39K 0.03%
2,000
5 6
7
8 9