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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Sector Composition

1 Technology 6.18%
2 Communication Services 2.92%
3 Financials 2.24%
4 Healthcare 2.18%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96.1K 0.04%
2,250
177
$95.4K 0.04%
786
178
$93.7K 0.04%
+2,176
179
$91.6K 0.04%
97
180
$90K 0.04%
1,176
181
$89.7K 0.04%
1,510
182
$89K 0.04%
500
183
$88.5K 0.04%
163
-412
184
$85.4K 0.04%
2,082
185
$83.6K 0.04%
3,444
+11
186
$83.3K 0.04%
2,063
187
$82.4K 0.04%
1,450
-2,500
188
$80.7K 0.03%
400
189
$80.3K 0.03%
324
+1
190
$80.2K 0.03%
1,285
191
$78.5K 0.03%
851
192
$78.5K 0.03%
1,929
193
$78.2K 0.03%
+352
194
$75.2K 0.03%
899
+2
195
$72.3K 0.03%
232
196
$71.8K 0.03%
918
-74
197
$71.4K 0.03%
2,992
+25
198
$71K 0.03%
1,000
199
$68.5K 0.03%
700
200
$67.3K 0.03%
573
+1
6 7
8
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