EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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 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
EBAY icon
251
eBay
EBAY
$43B
$45.6K 0.02%
501
+44
DFSB icon
252
Dimensional Global Sustainability Fixed Income ETF
DFSB
$619M
$45.3K 0.02%
849
NUSC icon
253
Nuveen ESG Small-Cap ETF
NUSC
$1.22B
$45K 0.02%
1,021
NVS icon
254
Novartis
NVS
$284B
$44.9K 0.02%
350
SPYM
255
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$44.9K 0.02%
573
+197
CB icon
256
Chubb
CB
$120B
$43.7K 0.02%
155
+15
CNXC icon
257
Concentrix
CNXC
$2.24B
$43.7K 0.02%
946
AEE icon
258
Ameren
AEE
$28B
$43.4K 0.02%
416
+3
XLK icon
259
State Street Technology Select Sector SPDR ETF
XLK
$95.7B
$43.1K 0.02%
306
PFF icon
260
iShares Preferred and Income Securities ETF
PFF
$14.2B
$43K 0.02%
1,360
-191
DGRW icon
261
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$42.9K 0.02%
482
+2
GE icon
262
GE Aerospace
GE
$307B
$41.5K 0.02%
138
+76
IVV icon
263
iShares Core S&P 500 ETF
IVV
$768B
$41.5K 0.01%
62
-12
APD icon
264
Air Products & Chemicals
APD
$57B
$40.9K 0.01%
150
+3
XEL icon
265
Xcel Energy
XEL
$45B
$40.4K 0.01%
501
+7
COIN icon
266
Coinbase
COIN
$56.5B
$39.5K 0.01%
117
+32
IJJ icon
267
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.28B
$39.4K 0.01%
304
GQRE icon
268
FlexShares Global Quality Real Estate Index Fund
GQRE
$352M
$39.4K 0.01%
647
+3
IUSV icon
269
iShares Core S&P US Value ETF
IUSV
$24.2B
$38.4K 0.01%
384
ARKF icon
270
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.04B
$37.7K 0.01%
663
+175
SBUX icon
271
Starbucks
SBUX
$108B
$37.5K 0.01%
443
+47
TMO icon
272
Thermo Fisher Scientific
TMO
$228B
$37.3K 0.01%
77
+20
UNP icon
273
Union Pacific
UNP
$135B
$37.1K 0.01%
157
+32
CHKP icon
274
Check Point Software Technologies
CHKP
$19.3B
$36.8K 0.01%
178
EGP icon
275
EastGroup Properties
EGP
$9.47B
$36.7K 0.01%
217
+17