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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.3K 0.03%
203
177
$31.5K 0.03%
638
-140
178
$31.5K 0.03%
612
+8
179
$30.7K 0.03%
627
+2
180
$30.7K 0.03%
304
181
$30.1K 0.03%
1,832
+43
182
$29.9K 0.03%
+602
183
$29.8K 0.03%
397
-485
184
$29.3K 0.03%
+588
185
$29.3K 0.03%
1,118
-827
186
$29.1K 0.03%
335
187
$29.1K 0.03%
74
188
$28.5K 0.02%
370
189
$28.3K 0.02%
494
190
$28K 0.02%
147
191
$27.7K 0.02%
102
192
$27.2K 0.02%
84
193
$26.7K 0.02%
300
194
$26.4K 0.02%
504
+2
195
$26.3K 0.02%
642
-732
196
$26.1K 0.02%
1,058
197
$25.1K 0.02%
1,026
198
$25K 0.02%
250
199
$24.7K 0.02%
422
200
$24K 0.02%
3,000
6 7
8
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