EWP

Elevation Wealth Partners Portfolio holdings

AUM $279M
1-Year Est. Return 19.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.25%
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
+$886K
2
+$683K
3
+$676K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$666K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$537K

Top Sells

1
+$1.72M
2
+$538K
3
+$501K
4
TSLA icon
Tesla
TSLA
+$367K
5
STRL icon
Sterling Infrastructure
STRL
+$272K

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
226
$58.6K 0.02%
1,552
+26
227
$57.9K 0.02%
133
+126
228
$57.4K 0.02%
1,305
+354
229
$57.3K 0.02%
281
+1
230
$57K 0.02%
1,197
+3
231
$56K 0.02%
1,060
+4
232
$55.5K 0.02%
656
+3
233
$55.2K 0.02%
233
+68
234
$54.6K 0.02%
316
+15
235
$54.3K 0.02%
+551
236
$53.9K 0.02%
625
+24
237
$53.8K 0.02%
772
+38
238
$53.6K 0.02%
535
239
$53.4K 0.02%
1,054
240
$53.4K 0.02%
784
+4
241
$53.1K 0.02%
2,053
242
$52.4K 0.02%
147
+9
243
$51.9K 0.02%
258
+21
244
$51.6K 0.02%
1,912
245
$50.9K 0.02%
1,623
+2
246
$49.6K 0.02%
250
+18
247
$47.9K 0.02%
652
-98
248
$47K 0.02%
247
+9
249
$47K 0.02%
390
+300
250
$45.9K 0.02%
781
+3
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10
11 12