EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
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
SUSA icon
326
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$20.3K 0.01%
150
CMG icon
327
Chipotle Mexican Grill
CMG
$45.1B
$20.3K 0.01%
517
+33
UTHR icon
328
United Therapeutics
UTHR
$20.4B
$20.1K 0.01%
48
XNTK icon
329
State Street SPDR NYSE Technology ETF
XNTK
$1.48B
$19.9K 0.01%
73
WFC icon
330
Wells Fargo
WFC
$271B
$19.7K 0.01%
235
+175
DGS icon
331
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$19.1K 0.01%
335
DFSE icon
332
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$482M
$19K 0.01%
462
+4
GIB icon
333
CGI
GIB
$19.5B
$18.9K 0.01%
212
DSI icon
334
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
$18.9K 0.01%
150
ADBE icon
335
Adobe
ADBE
$135B
$18.7K 0.01%
53
-626
NULV icon
336
Nuveen ESG Large-Cap Value ETF
NULV
$1.91B
$18.6K 0.01%
425
COP icon
337
ConocoPhillips
COP
$110B
$18.4K 0.01%
194
+64
IWB icon
338
iShares Russell 1000 ETF
IWB
$45.3B
$18.3K 0.01%
50
VONE icon
339
Vanguard Russell 1000 ETF
VONE
$7.13B
$18.2K 0.01%
60
PM icon
340
Philip Morris
PM
$241B
$18.2K 0.01%
112
+106
DAL icon
341
Delta Air Lines
DAL
$42.5B
$18K 0.01%
318
+18
INTU icon
342
Intuit
INTU
$177B
$17.8K 0.01%
+26
VUG icon
343
Vanguard Growth ETF
VUG
$202B
$17.3K 0.01%
+36
JBL icon
344
Jabil
JBL
$22.7B
$16.5K 0.01%
76
+16
ESML icon
345
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
$16.2K 0.01%
360
BKNG icon
346
Booking.com
BKNG
$166B
$16.2K 0.01%
+3
SWKS icon
347
Skyworks Solutions
SWKS
$10.1B
$16.1K 0.01%
209
+59
XLI icon
348
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$15.4K 0.01%
100
VLU icon
349
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$554M
$15.3K 0.01%
75
XT icon
350
iShares Future Exponential Technologies ETF
XT
$3.67B
$15.1K 0.01%
210