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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$83.9K 0.04%
2,439
-29
177
$82K 0.04%
1,947
+7
178
$81.1K 0.04%
915
-36
179
$81.1K 0.04%
1,031
-50
180
$79.7K 0.04%
1,140
-220
181
$79.7K 0.04%
319
182
$79.3K 0.04%
2,063
183
$79.1K 0.04%
400
184
$78.9K 0.04%
3,332
+93
185
$78.6K 0.04%
650
186
$78K 0.04%
259
-11
187
$76.3K 0.04%
1,195
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188
$74.4K 0.04%
+474
189
$73.8K 0.04%
+237
190
$73.7K 0.04%
680
191
$72.8K 0.04%
2,927
192
$72.4K 0.04%
774
193
$71.5K 0.04%
700
194
$68.8K 0.03%
1,188
+16
195
$67.5K 0.03%
110
196
$65.1K 0.03%
570
+1
197
$63.8K 0.03%
150
198
$63.3K 0.03%
1,509
-382
199
$63.2K 0.03%
1,000
-600
200
$60.6K 0.03%
2,459
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