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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$109K 0.05%
3,726
-93
152
$107K 0.05%
519
+31
153
$107K 0.05%
+1,689
154
$107K 0.05%
500
-275
155
$106K 0.05%
220
+89
156
$105K 0.05%
3,268
-1,500
157
$104K 0.05%
3,742
-194
158
$104K 0.05%
668
159
$103K 0.05%
1,025
-500
160
$102K 0.05%
2,250
161
$102K 0.05%
2,141
+71
162
$100K 0.05%
1,999
-34
163
$96.6K 0.05%
1,372
164
$94.1K 0.05%
3,691
-1,965
165
$92K 0.05%
1,298
-26
166
$91.4K 0.05%
1,121
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167
$90.3K 0.05%
961
-238
168
$88.3K 0.04%
430
169
$87.5K 0.04%
958
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170
$86.7K 0.04%
218
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171
$86.1K 0.04%
+848
172
$86K 0.04%
352
-120
173
$85.9K 0.04%
847
+547
174
$85.4K 0.04%
1,971
+1,571
175
$84.4K 0.04%
1,149
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