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
276
$36K 0.01%
717
+50
277
$35.6K 0.01%
250
+1
278
$34.9K 0.01%
773
+94
279
$34.7K 0.01%
544
280
$33.8K 0.01%
472
+9
281
$33K 0.01%
645
+8
282
$32.9K 0.01%
1,167
283
$32.6K 0.01%
529
+3
284
$32.6K 0.01%
53
+17
285
$32.4K 0.01%
596
+48
286
$32.2K 0.01%
403
-20
287
$32K 0.01%
504
+5
288
$31.9K 0.01%
40
+20
289
$31.6K 0.01%
1,004
+404
290
$31K 0.01%
670
291
$30.9K 0.01%
88
+5
292
$30.7K 0.01%
1,086
+115
293
$30.5K 0.01%
894
294
$30.3K 0.01%
453
+30
295
$30.3K 0.01%
123
+73
296
$30.3K 0.01%
426
+44
297
$30K 0.01%
788
298
$29.8K 0.01%
368
+2
299
$29.8K 0.01%
140
+44
300
$29.5K 0.01%
378
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