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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$42.9K 0.04%
+1,086
177
$42.7K 0.04%
+350
178
$40.7K 0.04%
+534
179
$40.2K 0.04%
+1,000
180
$39.1K 0.04%
+110
181
$38.8K 0.04%
+775
182
$38.4K 0.04%
+254
183
$38.4K 0.04%
+295
184
$37.6K 0.03%
+2,000
185
$37.2K 0.03%
+108
186
$35.8K 0.03%
+1,459
187
$35.6K 0.03%
+1,006
188
$33.3K 0.03%
+494
189
$33K 0.03%
+623
190
$32.7K 0.03%
+596
191
$32.2K 0.03%
+350
192
$32K 0.03%
+422
193
$31.2K 0.03%
+304
194
$28.9K 0.03%
+151
195
$28.7K 0.03%
+500
196
$28.1K 0.03%
+2,057
197
$26.6K 0.02%
+551
198
$26.5K 0.02%
+84
199
$26.1K 0.02%
+370
200
$26.1K 0.02%
+1,026
6 7
8
9 10