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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$88.2K 0.04%
+1,929
177
$86.4K 0.04%
1,031
178
$83.8K 0.04%
2,063
179
$83.5K 0.04%
321
180
$83.4K 0.04%
+1,792
181
$82.9K 0.04%
375
+1
182
$80.5K 0.03%
700
183
$79.8K 0.03%
903
+1
184
$78.9K 0.03%
809
185
$77.5K 0.03%
150
186
$75.6K 0.03%
474
187
$73.9K 0.03%
38
188
$73.8K 0.03%
2,944
+17
189
$73.5K 0.03%
650
190
$71.1K 0.03%
4,334
+1,300
191
$70.3K 0.03%
405
192
$69.8K 0.03%
119
+115
193
$67.2K 0.03%
680
194
$67.1K 0.03%
572
+1
195
$66.4K 0.03%
206
196
$65.4K 0.03%
1,043
197
$64.2K 0.03%
237
198
$63.9K 0.03%
800
199
$63.6K 0.03%
975
+4
200
$62.6K 0.03%
1,000
6 7
8
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