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
$200M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.35M
3
+$1.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$979K

Top Sells

1
+$1.55M
2
+$828K
3
+$770K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$480K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$435K

Sector Composition

1 Technology 7.44%
2 Communication Services 3.35%
3 Healthcare 3.01%
4 Real Estate 2.46%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$59.5K 0.03%
968
+6
202
$58.9K 0.03%
335
+1
203
$58.7K 0.03%
1,037
+15
204
$58.6K 0.03%
206
205
$58.2K 0.03%
500
206
$57.5K 0.03%
1,600
207
$56.9K 0.03%
899
+12
208
$56.5K 0.03%
2,113
209
$55.9K 0.03%
478
+8
210
$55.2K 0.03%
105
211
$55.1K 0.03%
456
+277
212
$54.3K 0.03%
900
-925
213
$54.2K 0.03%
937
+36
214
$53.9K 0.03%
700
215
$53.4K 0.03%
1,064
216
$51.3K 0.03%
1,401
+47
217
$50.7K 0.03%
534
218
$50.6K 0.03%
2,919
+99
219
$49.6K 0.02%
622
+8
220
$48.3K 0.02%
+90
221
$48.2K 0.02%
132
-380
222
$47.9K 0.02%
1,835
223
$47.9K 0.02%
601
+401
224
$47.5K 0.02%
+38
225
$46.9K 0.02%
243
7 8
9
10 11