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
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$533K
3
+$447K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$428K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$398K

Top Sells

1
+$2.78M
2
+$2.05M
3
+$463K
4
MSFT icon
Microsoft
MSFT
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Technology 7.07%
2 Communication Services 3.16%
3 Healthcare 2.6%
4 Real Estate 2.32%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62.6K 0.03%
119
+16
202
$62.3K 0.03%
462
+4
203
$61.7K 0.03%
912
204
$60.9K 0.03%
484
+2
205
$60.6K 0.03%
105
206
$59.5K 0.03%
2,113
207
$59.2K 0.03%
110
208
$55.6K 0.02%
1,018
-147
209
$55.5K 0.02%
150
210
$54.6K 0.02%
1,450
+24
211
$54.4K 0.02%
264
212
$54.4K 0.02%
3,004
+43
213
$54.2K 0.02%
1,600
214
$53.1K 0.02%
501
215
$52.8K 0.02%
535
216
$52.6K 0.02%
629
+4
217
$52.4K 0.02%
276
-10,788
218
$51K 0.02%
+785
219
$50.6K 0.02%
1,835
220
$50.2K 0.02%
1,850
-609
221
$48.6K 0.02%
914
+50
222
$48.6K 0.02%
750
223
$48.4K 0.02%
817
+6
224
$48.1K 0.02%
767
+5
225
$47.4K 0.02%
212
7 8
9
10 11