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
$167M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.88M
3
+$2.63M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.16M

Top Sells

1
+$45.7K
2
+$43.3K
3
+$19.3K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$10.6K
5
DHR icon
Danaher
DHR
+$10.2K

Sector Composition

1 Technology 7.82%
2 Communication Services 3.98%
3 Healthcare 3.55%
4 Real Estate 2.73%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 11.64%
443,224
+1,613
2
$12.3M 7.39%
658,959
-345
3
$10.3M 6.17%
108,266
+1,904
4
$7.34M 4.4%
131,816
+327
5
$6.21M 3.72%
368,082
+368,022
6
$5.81M 3.49%
27,902
-27
7
$5.11M 3.06%
29,784
+16,821
8
$4.33M 2.6%
45,884
-34
9
$3.79M 2.27%
28,939
+15,138
10
$3.68M 2.21%
38,937
+594
11
$3.11M 1.86%
58,876
-70
12
$2.87M 1.72%
9,091
+7,179
13
$2.63M 1.58%
+155,895
14
$2.51M 1.51%
5,876
+874
15
$2.35M 1.41%
141,702
+121,149
16
$2.27M 1.36%
31,050
-120
17
$2.16M 1.29%
+121,642
18
$2.15M 1.29%
16,307
+60
19
$2.04M 1.22%
42,638
-106
20
$1.79M 1.07%
8,345
21
$1.73M 1.03%
+12,179
22
$1.61M 0.97%
6,065
23
$1.57M 0.94%
+21,965
24
$1.51M 0.91%
66,897
+56,679
25
$1.35M 0.81%
5,413
+117
1
2 3 4 5