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
251
$45.6K 0.02%
501
+44
252
$45.3K 0.02%
849
253
$45K 0.02%
1,021
254
$44.9K 0.02%
350
255
$44.9K 0.02%
573
+197
256
$43.7K 0.02%
155
+15
257
$43.7K 0.02%
946
258
$43.4K 0.02%
416
+3
259
$43.1K 0.02%
306
260
$43K 0.02%
1,360
-191
261
$42.9K 0.02%
482
+2
262
$41.5K 0.02%
138
+76
263
$41.5K 0.01%
62
-12
264
$40.9K 0.01%
150
+3
265
$40.4K 0.01%
501
+7
266
$39.5K 0.01%
117
+32
267
$39.4K 0.01%
304
268
$39.4K 0.01%
647
+3
269
$38.4K 0.01%
384
270
$37.7K 0.01%
663
+175
271
$37.5K 0.01%
443
+47
272
$37.3K 0.01%
77
+20
273
$37.1K 0.01%
157
+32
274
$36.8K 0.01%
178
275
$36.7K 0.01%
217
+17
9 10
11
12 13