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
$279M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.17%
2 Communication Services 4.31%
3 Consumer Discretionary 2.1%
4 Financials 2.08%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHKP icon
326
Check Point Software Technologies
CHKP
$11.9B
$25.4K 0.01%
178
PAYX icon
327
Paychex
PAYX
$33.3B
$25.3K 0.01%
+275
LSTR icon
328
Landstar System
LSTR
$6.16B
$25.3K 0.01%
+158
FNB icon
329
FNB Corp
FNB
$6.28B
$25.2K 0.01%
1,510
+1,440
TTC icon
330
Toro Company
TTC
$9.12B
$25.2K 0.01%
270
+185
ARKF icon
331
ARK Blockchain & Fintech Innovation ETF
ARKF
$845M
$25.2K 0.01%
664
CDNS icon
332
Cadence Design Systems
CDNS
$94.1B
$25K 0.01%
90
+7
CRUS icon
333
Cirrus Logic
CRUS
$8.38B
$24.7K 0.01%
171
+12
PCEF icon
334
Invesco CEF Income Composite ETF
PCEF
$835M
$24.7K 0.01%
1,311
HRB icon
335
H&R Block
HRB
$3.96B
$24.5K 0.01%
773
+8
CAG icon
336
Conagra Brands
CAG
$6.73B
$24.5K 0.01%
1,557
+1,187
U icon
337
Unity
U
$11.8B
$24.4K 0.01%
1,114
+967
YUM icon
338
Yum! Brands
YUM
$43.7B
$24.4K 0.01%
157
+10
OVV icon
339
Ovintiv
OVV
$17.2B
$24.4K 0.01%
411
-147
MTG icon
340
MGIC Investment
MTG
$5.55B
$24.4K 0.01%
929
+482
MS icon
341
Morgan Stanley
MS
$300B
$24.4K 0.01%
148
+23
LIN icon
342
Linde
LIN
$235B
$24.3K 0.01%
49
+19
KMPR icon
343
Kemper
KMPR
$2.01B
$24.3K 0.01%
794
+636
F icon
344
Ford
F
$47.7B
$24.1K 0.01%
2,092
+271
WEN icon
345
Wendy's
WEN
$1.28B
$24.1K 0.01%
3,469
+1,646
FBIN icon
346
Fortune Brands Innovations
FBIN
$4.78B
$24K 0.01%
616
+565
VDC icon
347
Vanguard Consumer Staples ETF
VDC
$8.13B
$23.8K 0.01%
106
+1
AMAT icon
348
Applied Materials
AMAT
$309B
$23.6K 0.01%
69
ROBT icon
349
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$688M
$23.4K 0.01%
507
RPRX icon
350
Royalty Pharma
RPRX
$22B
$23.3K 0.01%
486