EWM
Elevation Wealth Management Portfolio holdings
AUM
$104M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
–
Holding
133
Top Buys
| 1 | +$7.81M | |
| 2 | +$4.96M | |
| 3 | +$4.92M | |
| 4 |
Microsoft
MSFT
|
+$3.06M |
| 5 |
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
|
+$2.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Communication Services | 8.76% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Financials | 3.1% |
| 5 | Healthcare | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Visa
V
$602B
| $215K | 0.21% |
+612
|
|
||
127
Schwab Fundamental International Large Company Index ETF
FNDF
$23B
| $214K | 0.21% |
+4,743
|
|
||
|
TBIL
128
F/m US Treasury 3 Month Bill Fund
TBIL
$6.39B
| $214K | 0.21% |
+4,295
|
|
||
129
SPDR Gold Trust
GLD
$179B
| $206K | 0.2% |
+520
|
|
||
130
Coca-Cola Consolidated
COKE
$13.3B
| $204K | 0.2% |
+1,330
|
|
||
131
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$66.8M
| $203K | 0.19% |
+4,920
|
|
||
132
JPMorgan BetaBuilders Europe ETF
BBEU
$9.4B
| $201K | 0.19% |
+2,742
|
|
||
133
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.7B
| $201K | 0.19% |
+4,282
|
|