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EWP
Elevation Wealth Partners Portfolio holdings
AUM
$334M
1-Year Est. Return
26.48%
This Fund
S&P 500
This Quarter
Est. Return
+6.03%
1 Year Est. Return
+26.48%
3 Year Est. Return
+63.69%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
99.15%
Top 10 Holdings %
Top 10 Hldgs %
58.14%
Holding
352
New
336
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Universal USD Bond ETF
IUSB
|
+$17.2M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$10.9M |
| 3 |
Avantis International Equity ETF
AVDE
|
+$6.93M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$6.75M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$5.15M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.85% |
| 2 | Technology | 6.04% |
| 3 | Communication Services | 3.46% |
| 4 | Healthcare | 2.38% |
| 5 | Consumer Discretionary | 2.24% |
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Elevation Wealth Partners's Q1 2023 Portfolio in Review
Q1 2023 is the first quarter with a 13F filing on record for Elevation Wealth Partners, which disclosed 352 positions worth $109M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is iShares Core Universal USD Bond ETF: 376,827 shares worth $17.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, followed by Technology and Communication Services.
- Elevation Wealth Partners's largest Q1 2023 buy was iShares Core Universal USD Bond ETF: 376,827 shares worth $17.4M.
- Elevation Wealth Partners's ten largest holdings make up 58% of its $109M portfolio in Q1 2023.
- Elevation Wealth Partners disclosed 352 positions in Q1 2023, its first 13F filing on record.
Based on Elevation Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.