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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
326
$20.3K 0.01%
150
327
$20.3K 0.01%
517
+33
328
$20.1K 0.01%
48
329
$19.9K 0.01%
73
330
$19.7K 0.01%
235
+175
331
$19.1K 0.01%
335
332
$19K 0.01%
462
+4
333
$18.9K 0.01%
212
334
$18.9K 0.01%
150
335
$18.7K 0.01%
53
-626
336
$18.6K 0.01%
425
337
$18.4K 0.01%
194
+64
338
$18.3K 0.01%
50
339
$18.2K 0.01%
60
340
$18.2K 0.01%
112
+106
341
$18K 0.01%
318
+18
342
$17.8K 0.01%
+26
343
$17.3K 0.01%
+216
344
$16.5K 0.01%
76
+16
345
$16.2K 0.01%
360
346
$16.2K 0.01%
+75
347
$16.1K 0.01%
209
+59
348
$15.4K 0.01%
100
349
$15.3K 0.01%
75
350
$15.1K 0.01%
210
12 13
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