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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$7.03M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Communication Services 3.46%
3 Healthcare 2.38%
4 Consumer Discretionary 2.24%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 15.92%
+376,827
2
$10.9M 9.94%
+593,349
3
$7.03M 6.44%
+79,222
4
$7.02M 6.42%
+123,006
5
$5.1M 4.67%
+24,198
6
$4.51M 4.13%
+45,228
7
$4.1M 3.76%
+42,442
8
$3.09M 2.82%
+58,331
9
$2.27M 2.08%
+13,757
10
$2.14M 1.96%
+30,230
11
$2.07M 1.9%
+5,059
12
$2M 1.83%
+40,973
13
$1.76M 1.61%
+8,627
14
$1.69M 1.55%
+16,247
15
$1.66M 1.52%
+16,012
16
$1.6M 1.46%
+88,620
17
$1.41M 1.29%
+5,766
18
$1.21M 1.11%
+22,951
19
$1.19M 1.09%
+38,059
20
$1.12M 1.02%
+5,396
21
$893K 0.82%
+1,948
22
$891K 0.82%
+18,608
23
$831K 0.76%
+18,674
24
$799K 0.73%
+15,637
25
$729K 0.67%
+10,910
1
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