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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$118K 0.05%
1,892
152
$115K 0.05%
2,235
153
$113K 0.05%
463
-33
154
$110K 0.05%
500
-16
155
$109K 0.05%
3,268
156
$105K 0.05%
2,225
+45
157
$105K 0.04%
765
158
$104K 0.04%
3,691
159
$104K 0.04%
500
160
$103K 0.04%
1,971
161
$103K 0.04%
209
+1
162
$102K 0.04%
1,940
-79
163
$102K 0.04%
1,324
164
$100K 0.04%
1,687
+30
165
$100K 0.04%
2,212
+257
166
$99.7K 0.04%
848
+1
167
$99.3K 0.04%
1,125
+2
168
$99.2K 0.04%
480
+50
169
$97.6K 0.04%
849
+1
170
$92.2K 0.04%
3,168
+57
171
$92.1K 0.04%
400
-21
172
$91.6K 0.04%
1,161
+8
173
$90.1K 0.04%
3,374
+31
174
$89.8K 0.04%
1,140
175
$88.7K 0.04%
319
5 6
7
8 9