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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$2.88M
3 +$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1 +$45.7K
2 +$43.3K
3 +$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$99.8K 0.06%
970
152
$99.1K 0.06%
1,910
153
$98.1K 0.06%
1,257
154
$97.7K 0.06%
+470
155
$97.7K 0.06%
+1,825
156
$97.2K 0.06%
1,404
157
$93.9K 0.06%
+1,525
158
$93.4K 0.06%
1,372
159
$92K 0.06%
472
160
$91.3K 0.05%
500
161
$88.9K 0.05%
2,033
162
$87.4K 0.05%
2,070
163
$87.1K 0.05%
600
164
$86.3K 0.05%
1,324
165
$85.8K 0.05%
+2,250
166
$85.4K 0.05%
1,081
167
$85K 0.05%
+1,360
168
$83.7K 0.05%
488
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169
$82.9K 0.05%
668
170
$81.5K 0.05%
161
171
$81.3K 0.05%
287
172
$79.4K 0.05%
430
173
$79.3K 0.05%
1,112
174
$79.2K 0.05%
546
175
$79.1K 0.05%
319
-41