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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$48.3K 0.04%
1,037
-18
152
$48.3K 0.04%
901
+16
153
$47.7K 0.04%
962
+409
154
$47K 0.04%
1,354
+23
155
$46.8K 0.04%
334
+2
156
$46.6K 0.04%
243
157
$45.5K 0.04%
614
+3
158
$45.3K 0.04%
606
159
$45.2K 0.04%
110
160
$45.1K 0.04%
105
161
$45K 0.04%
2,820
+44
162
$43.6K 0.04%
758
+3
163
$43.6K 0.04%
1,835
164
$41.2K 0.04%
1,086
165
$39.4K 0.03%
679
166
$39.3K 0.03%
295
167
$39.2K 0.03%
771
+6
168
$39K 0.03%
534
169
$38.3K 0.03%
1,967
-533
170
$35.7K 0.03%
350
171
$35.6K 0.03%
439
172
$35.5K 0.03%
150
173
$35K 0.03%
1,006
174
$34.9K 0.03%
1,459
175
$34.4K 0.03%
151
5 6
7
8 9