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
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$59.7K 0.03%
1,043
+6
202
$59.6K 0.03%
110
203
$57.8K 0.03%
99
+9
204
$57.5K 0.03%
105
205
$57.3K 0.03%
800
-572
206
$56.6K 0.03%
482
+4
207
$56.6K 0.03%
38
208
$56.2K 0.03%
912
+13
209
$55.6K 0.03%
2,113
210
$55.5K 0.03%
458
+2
211
$53.7K 0.03%
68
-70
212
$51.7K 0.02%
1,426
+25
213
$51.7K 0.02%
103
+17
214
$51.4K 0.02%
2,961
+42
215
$49.6K 0.02%
535
+1
216
$49.2K 0.02%
625
+3
217
$46.3K 0.02%
150
218
$46.3K 0.02%
+3,034
219
$46.2K 0.02%
264
220
$45.7K 0.02%
811
+4
221
$45.4K 0.02%
1,600
222
$45.2K 0.02%
750
-150
223
$44.4K 0.02%
766
+3
224
$44.2K 0.02%
243
225
$44.1K 0.02%
94
7 8
9
10 11