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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80.4K 0.04%
1,955
+8
177
$79.7K 0.04%
319
178
$78.3K 0.04%
2,063
179
$78.2K 0.04%
765
-150
180
$77.7K 0.04%
3,343
+11
181
$76.5K 0.04%
474
182
$75.5K 0.04%
321
-31
183
$72.9K 0.03%
237
184
$72.5K 0.03%
680
185
$72.2K 0.03%
2,927
186
$70.7K 0.03%
1,031
187
$70.7K 0.03%
700
188
$70.4K 0.03%
405
+70
189
$68K 0.03%
902
-59
190
$66.9K 0.03%
150
191
$66.6K 0.03%
259
192
$64.8K 0.03%
650
193
$64.6K 0.03%
374
+39
194
$64.4K 0.03%
206
195
$63.5K 0.03%
1,000
196
$63K 0.03%
571
+1
197
$63K 0.03%
809
-149
198
$61.8K 0.03%
1,165
-23
199
$60.1K 0.03%
2,459
200
$60K 0.03%
971
+3
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8
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