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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78.1K 0.05%
650
177
$74.4K 0.04%
951
+36
178
$72.1K 0.04%
1,135
179
$71K 0.04%
700
+600
180
$70K 0.04%
400
181
$69.9K 0.04%
774
+720
182
$68.7K 0.04%
2,927
183
$68.6K 0.04%
3,239
184
$68.5K 0.04%
2,468
185
$68.3K 0.04%
+4,000
186
$67K 0.04%
+680
187
$65.8K 0.04%
+1,600
188
$65.6K 0.04%
2,063
189
$64.3K 0.04%
1,940
190
$63.4K 0.04%
+700
191
$62.7K 0.04%
+800
192
$61.3K 0.04%
1,891
+1,372
193
$60.4K 0.04%
1,172
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194
$60.1K 0.04%
93
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195
$55.9K 0.03%
1,064
196
$55.6K 0.03%
+615
197
$55.4K 0.03%
206
198
$54.8K 0.03%
+150
199
$54.8K 0.03%
+270
200
$54.5K 0.03%
1,022
6 7
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