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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.05%
1,750
-100
152
$107K 0.05%
500
153
$107K 0.05%
496
-23
154
$105K 0.05%
2,180
+39
155
$104K 0.05%
470
156
$103K 0.05%
3,268
157
$103K 0.05%
563
158
$103K 0.05%
668
159
$102K 0.05%
2,928
+489
160
$102K 0.05%
2,250
161
$99.8K 0.05%
2,019
+20
162
$98.7K 0.05%
3,691
163
$96.1K 0.05%
421
+21
164
$93.9K 0.04%
1,657
+720
165
$93.3K 0.04%
847
166
$92K 0.04%
208
-12
167
$91.8K 0.04%
1,324
+26
168
$91.8K 0.04%
430
169
$91.3K 0.04%
1,123
+2
170
$90.6K 0.04%
1,078
171
$90.2K 0.04%
3,111
-615
172
$87.1K 0.04%
848
173
$86.2K 0.04%
1,153
+4
174
$83.1K 0.04%
1,140
175
$80.9K 0.04%
1,971
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7
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