We are live on ! Find out more
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
301
$27.8K 0.01%
116
+76
302
$26.8K 0.01%
507
303
$26.7K 0.01%
544
304
$26.4K 0.01%
746
+96
305
$26.2K 0.01%
1,311
306
$25.8K 0.01%
1,116
307
$25.6K 0.01%
56
+10
308
$25.4K 0.01%
1,064
+7
309
$25.2K 0.01%
92
+17
310
$25.2K 0.01%
210
311
$24.9K 0.01%
224
312
$24.9K 0.01%
296
+71
313
$24.1K 0.01%
300
314
$23.3K 0.01%
352
+79
315
$23.1K 0.01%
+1,807
316
$22.7K 0.01%
158
-197
317
$22.6K 0.01%
260
318
$22.4K 0.01%
414
319
$22.4K 0.01%
105
+1
320
$21.6K 0.01%
+391
321
$20.9K 0.01%
253
-2
322
$20.8K 0.01%
313
+162
323
$20.7K 0.01%
155
+1
324
$20.5K 0.01%
255
+1
325
$20.4K 0.01%
682
11 12
13
14 15