EWP
Elevation Wealth Partners Portfolio holdings
AUM
$253M
1-Year Return
12.15%
This Quarter Return
-2.43%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
-$5.36M
(-2.3%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
520
New
20
Increased
107
Reduced
85
Closed
25
Top Buys
| 1 |
Avantis International Equity ETF
AVDE
|
+$10.5M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$2.85M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$1.52M |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$909K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$803K |
Top Sells
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$11.9M |
| 2 |
UnitedHealth
UNH
|
+$426K |
| 3 |
Apple
AAPL
|
+$331K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$248K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$224K |
Sector Composition
| 1 | Technology | 6.18% |
| 2 | Communication Services | 2.92% |
| 3 | Financials | 2.24% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Discretionary | 2.12% |
