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
$231M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.85M
3
+$1.52M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$909K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$803K

Top Sells

1
+$11.9M
2
+$426K
3
+$331K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
VGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.2K 0.03%
833
+1
202
$67K 0.03%
194
+20
203
$66.1K 0.03%
130
204
$65.4K 0.03%
127
-4
205
$64.4K 0.03%
1,157
-471
206
$63.4K 0.03%
646
-163
207
$62.5K 0.03%
4,353
208
$62.3K 0.03%
375
209
$62.1K 0.03%
467
+3
210
$61.2K 0.03%
+981
211
$60.7K 0.03%
2,145
-418
212
$59.9K 0.03%
2,105
213
$59.1K 0.03%
931
214
$57.8K 0.03%
2,290
-2,290
215
$57.7K 0.02%
1,721
216
$57.6K 0.02%
827
217
$57.5K 0.02%
693
-435
218
$57.2K 0.02%
470
-379
219
$55.2K 0.02%
1,500
+17
220
$53.4K 0.02%
95
-31
221
$52.6K 0.02%
110
222
$52.5K 0.02%
279
+1
223
$50.5K 0.02%
207
+29
224
$49.2K 0.02%
237
+2
225
$48.7K 0.02%
2,053
7 8
9
10 11