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
$119M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$721K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$685K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$511K

Top Sells

1
+$549K
2
+$430K
3
+$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$191K

Sector Composition

1 Technology 5.98%
2 Communication Services 3.51%
3 Consumer Discretionary 2.27%
4 Healthcare 2.02%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
102
+1
202
$24.3K 0.02%
375
203
$24.2K 0.02%
1,058
204
$23.7K 0.02%
1,311
205
$23.5K 0.02%
250
206
$23.2K 0.02%
687
207
$23.2K 0.02%
+808
208
$23.2K 0.02%
146
+1
209
$21.6K 0.02%
636
210
$21.5K 0.02%
468
+4
211
$20.8K 0.02%
2,174
+58
212
$20.3K 0.02%
179
213
$19.8K 0.02%
102
214
$19.6K 0.02%
100
215
$19.3K 0.02%
106
216
$19.1K 0.02%
410
217
$18.9K 0.02%
509
-991
218
$18.8K 0.02%
187
219
$18.5K 0.02%
414
220
$18.3K 0.02%
326
+4
221
$18K 0.02%
147
222
$17.9K 0.02%
396
+7
223
$17.8K 0.02%
249
+1
224
$16.7K 0.01%
672
225
$15.9K 0.01%
23
7 8
9
10 11