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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25.2K 0.02%
+502
202
$24.5K 0.02%
+147
203
$24.2K 0.02%
+250
204
$24K 0.02%
+106
205
$23.9K 0.02%
+1,311
206
$23.8K 0.02%
+487
207
$23.5K 0.02%
+1,058
208
$23.2K 0.02%
+687
209
$23.1K 0.02%
+101
210
$22.9K 0.02%
+145
211
$22.4K 0.02%
+1,740
212
$21.8K 0.02%
+100
213
$21.3K 0.02%
+45
214
$21K 0.02%
+663
215
$21K 0.02%
+179
216
$20.9K 0.02%
+2,000
217
$20.8K 0.02%
+464
218
$20.1K 0.02%
+407
219
$20.1K 0.02%
+375
220
$19.7K 0.02%
+102
221
$19.6K 0.02%
+100
222
$18.8K 0.02%
+286
223
$18.8K 0.02%
+410
224
$18.5K 0.02%
+636
225
$18.5K 0.02%
+2,220
7 8
9
10 11