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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$54.4K 0.03%
500
202
$54K 0.03%
1,042
+5
203
$52.9K 0.03%
2,459
204
$52K 0.03%
569
205
$51.9K 0.03%
131
206
$51.2K 0.03%
334
207
$50.1K 0.03%
887
208
$49.9K 0.03%
470
209
$49.3K 0.03%
2,113
210
$49.1K 0.03%
1,600
211
$48.7K 0.03%
1,371
212
$48.3K 0.03%
901
213
$47.7K 0.03%
962
214
$47K 0.03%
1,354
215
$46.6K 0.03%
243
216
$45.5K 0.03%
614
217
$45.3K 0.03%
606
218
$45.2K 0.03%
110
219
$45.1K 0.03%
105
220
$45K 0.03%
2,820
221
$44.5K 0.03%
+1,960
222
$43.6K 0.03%
758
223
$43.6K 0.03%
1,835
224
$39.4K 0.02%
679
225
$39.3K 0.02%
+600
7 8
9
10 11