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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$117K 0.05%
492
+1
152
$115K 0.05%
209
153
$114K 0.05%
1,345
154
$113K 0.05%
4,471
+54
155
$113K 0.05%
4,062
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156
$112K 0.05%
531
-10
157
$112K 0.05%
765
158
$112K 0.05%
3,273
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159
$111K 0.05%
3,609
-5
160
$110K 0.05%
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161
$110K 0.05%
3,546
162
$108K 0.05%
465
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163
$108K 0.05%
4,075
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164
$107K 0.05%
1,153
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165
$105K 0.05%
2,205
166
$104K 0.05%
1,971
167
$104K 0.04%
1,997
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168
$102K 0.04%
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169
$102K 0.04%
480
170
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1,031
171
$100K 0.04%
1,751
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172
$99.2K 0.04%
1,140
173
$99.1K 0.04%
850
174
$99K 0.04%
189
-814
175
$98.5K 0.04%
1,977
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