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
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93.6K 0.04%
500
177
$90.2K 0.04%
1,128
+3
178
$90.1K 0.04%
1,176
+15
179
$88.3K 0.04%
1,929
180
$87.6K 0.04%
+1,510
181
$87.6K 0.04%
1,140
182
$85K 0.04%
400
183
$83.2K 0.04%
2,063
184
$82.3K 0.03%
3,433
+59
185
$82.3K 0.03%
323
+2
186
$81.4K 0.03%
+1,285
187
$78.8K 0.03%
+851
188
$78.8K 0.03%
+2,082
189
$78.4K 0.03%
700
190
$76.7K 0.03%
992
+892
191
$76.2K 0.03%
897
+268
192
$74.3K 0.03%
832
-2,140
193
$74.2K 0.03%
126
+21
194
$74.1K 0.03%
375
-30
195
$73.8K 0.03%
809
196
$73.3K 0.03%
2,967
+23
197
$72.5K 0.03%
572
198
$71.2K 0.03%
237
199
$70.6K 0.03%
131
+12
200
$70.5K 0.03%
4,353
+19
6 7
8
9 10