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
$116M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$547K
3
+$316K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$193K

Top Sells

1
+$252K
2
+$198K
3
+$99.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$62.6K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$54.2K

Sector Composition

1 Technology 5.59%
2 Communication Services 3.73%
3 Consumer Discretionary 2.19%
4 Healthcare 1.96%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.4K 0.02%
350
202
$23.2K 0.02%
250
+100
203
$22.4K 0.02%
1,311
204
$22.2K 0.02%
687
205
$21.7K 0.02%
443
+205
206
$21K 0.02%
468
207
$20.7K 0.02%
2,207
+33
208
$19.4K 0.02%
636
209
$19.3K 0.02%
179
210
$19.2K 0.02%
147
+1
211
$19K 0.02%
410
212
$18.6K 0.02%
250
+1
213
$18.6K 0.02%
102
214
$18.3K 0.02%
414
215
$17.7K 0.02%
187
216
$17.4K 0.02%
100
217
$17K 0.01%
404
+8
218
$16.9K 0.01%
147
219
$16.8K 0.01%
519
+10
220
$16.7K 0.01%
+100
221
$16.5K 0.01%
249
-126
222
$16.2K 0.01%
414
-558
223
$15.6K 0.01%
672
224
$15.4K 0.01%
50
225
$15K 0.01%
64
7 8
9
10 11