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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.9K 0.03%
765
-737
177
$37.2K 0.03%
1,006
178
$37.1K 0.03%
295
179
$36.5K 0.03%
350
180
$35.9K 0.03%
1,459
181
$35.3K 0.03%
350
182
$35.3K 0.03%
203
-51
183
$33.8K 0.03%
335
-900
184
$33.2K 0.03%
625
+2
185
$33.2K 0.03%
151
186
$32.6K 0.03%
304
187
$32.2K 0.03%
604
+8
188
$30.7K 0.03%
494
189
$30.4K 0.03%
370
190
$30.1K 0.03%
+74
191
$29.1K 0.02%
461
-272
192
$29K 0.02%
84
193
$28.6K 0.02%
553
+2
194
$28.2K 0.02%
422
195
$27.6K 0.02%
147
196
$27.3K 0.02%
502
197
$26.5K 0.02%
1,789
+49
198
$26.2K 0.02%
1,026
199
$25.4K 0.02%
+300
200
$25K 0.02%
3,000
6 7
8
9 10