EWM

Elevation Wealth Management Portfolio holdings

AUM $109M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.41M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
NVDA icon
NVIDIA
NVDA
+$1.15M

Top Sells

1
+$578K
2
+$507K
3
+$396K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$386K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$355K

Sector Composition

1 Technology 19.99%
2 Communication Services 9.71%
3 Consumer Discretionary 4.17%
4 Financials 3.13%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$968B
$951K 0.87%
1,034
+287
ACWX icon
27
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$942K 0.87%
13,760
+3,553
JPM icon
28
JPMorgan Chase
JPM
$794B
$896K 0.82%
3,045
+672
IUSB icon
29
iShares Core Universal USD Bond ETF
IUSB
$37.3B
$894K 0.82%
19,363
+97
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$130B
$894K 0.82%
8,384
-992
JPUS
31
JPMorgan Diversified Return US Equity ETF
JPUS
$452M
$868K 0.8%
6,663
+5
CRWD icon
32
CrowdStrike
CRWD
$164B
$867K 0.8%
2,221
+206
SCHG icon
33
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$863K 0.79%
29,638
+12,676
IVV icon
34
iShares Core S&P 500 ETF
IVV
$836B
$851K 0.78%
1,302
-16
JGLO icon
35
JPMorgan Global Select Equity ETF
JGLO
$7.09B
$813K 0.75%
12,460
-4
NFLX icon
36
Netflix
NFLX
$372B
$809K 0.74%
8,418
+798
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$119B
$786K 0.72%
5,911
+3,115
IEMG icon
38
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$762K 0.7%
10,921
-1,385
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$74.9B
$746K 0.69%
6,599
+97
FENI icon
40
Fidelity Enhanced International ETF
FENI
$9.74B
$736K 0.68%
19,796
+2,211
FELC icon
41
Fidelity Enhanced Large Cap Core ETF
FELC
$7.55B
$709K 0.65%
19,553
+4,538
AMD icon
42
Advanced Micro Devices
AMD
$800B
$651K 0.6%
3,198
+134
GOVT icon
43
iShares US Treasury Bond ETF
GOVT
$41.5B
$650K 0.6%
28,359
+10,750
VOO icon
44
Vanguard S&P 500 ETF
VOO
$967B
$641K 0.59%
1,073
+187
JEPQ icon
45
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.7B
$637K 0.59%
11,479
+895
RDDT icon
46
Reddit
RDDT
$30.4B
$630K 0.58%
4,679
-1,649
FBND icon
47
Fidelity Total Bond ETF
FBND
$26B
$599K 0.55%
13,072
+1,684
UNH icon
48
UnitedHealth
UNH
$348B
$591K 0.54%
2,184
+375
PANW icon
49
Palo Alto Networks
PANW
$201B
$589K 0.54%
3,672
+1,136
FBCG icon
50
Fidelity Blue Chip Growth ETF
FBCG
$6.75B
$588K 0.54%
11,735
+1,742
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