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
$278M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$731K
3
+$691K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$683K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$570K

Top Sells

1
+$1.72M
2
+$543K
3
+$501K
4
TSLA icon
Tesla
TSLA
+$471K
5
STRL icon
Sterling Infrastructure
STRL
+$326K

Sector Composition

1 Technology 7.32%
2 Communication Services 3.81%
3 Consumer Discretionary 2.44%
4 Financials 2.16%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
226
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$58.6K 0.02%
1,552
+26
VOOG icon
227
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$57.9K 0.02%
133
+126
VZ icon
228
Verizon
VZ
$171B
$57.4K 0.02%
1,305
+354
IWD icon
229
iShares Russell 1000 Value ETF
IWD
$67.6B
$57.3K 0.02%
281
+1
PAVE icon
230
Global X US Infrastructure Development ETF
PAVE
$9.69B
$57K 0.02%
1,197
+3
IFRA icon
231
iShares US Infrastructure ETF
IFRA
$3.12B
$56K 0.02%
1,060
+4
VYMI icon
232
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$55.5K 0.02%
656
+3
CRM icon
233
Salesforce
CRM
$223B
$55.2K 0.02%
233
+68
DLR icon
234
Digital Realty Trust
DLR
$53.8B
$54.6K 0.02%
316
+15
TDIV icon
235
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.74B
$54.3K 0.02%
+551
APTV icon
236
Aptiv
APTV
$16.7B
$53.9K 0.02%
625
+24
NKE icon
237
Nike
NKE
$96B
$53.8K 0.02%
772
+38
XBI icon
238
State Street SPDR S&P Biotech ETF
XBI
$7.85B
$53.6K 0.02%
535
BTC
239
Grayscale Bitcoin Mini Trust ETF
BTC
$3.98B
$53.4K 0.02%
1,054
DGRO icon
240
iShares Core Dividend Growth ETF
DGRO
$35.3B
$53.4K 0.02%
784
+4
RDVI icon
241
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.54B
$53.1K 0.02%
2,053
AON icon
242
Aon
AON
$74.3B
$52.4K 0.02%
147
+9
MMC icon
243
Marsh & McLennan
MMC
$89.8B
$51.9K 0.02%
258
+21
EWA icon
244
iShares MSCI Australia ETF
EWA
$1.32B
$51.6K 0.02%
1,912
DFAX icon
245
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.8B
$50.9K 0.02%
1,623
+2
DHR icon
246
Danaher
DHR
$160B
$49.6K 0.02%
250
+18
VXUS icon
247
Vanguard Total International Stock ETF
VXUS
$111B
$47.9K 0.02%
652
-98
DRI icon
248
Darden Restaurants
DRI
$20.3B
$47K 0.02%
247
+9
NFLX icon
249
Netflix
NFLX
$463B
$47K 0.02%
390
+300
VGSH icon
250
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$45.9K 0.02%
781
+3
8 9
10
11 12