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
CVS icon
351
CVS Health
CVS
$98.5B
$15.1K 0.01%
200
+130
OVV icon
352
Ovintiv
OVV
$10.3B
$15K 0.01%
371
MTN icon
353
Vail Resorts
MTN
$4.99B
$15K 0.01%
100
DVA icon
354
DaVita
DVA
$8.41B
$14.9K 0.01%
112
+12
MAR icon
355
Marriott International
MAR
$81.8B
$14.9K 0.01%
57
+7
VFLO icon
356
VictoryShares Free Cash Flow ETF
VFLO
$5.31B
$14.8K 0.01%
+394
DE icon
357
Deere & Co
DE
$127B
$14.6K 0.01%
32
+7
SPYG icon
358
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$14.4K 0.01%
+138
ISRG icon
359
Intuitive Surgical
ISRG
$201B
$14.3K 0.01%
+32
LGLV icon
360
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$14.3K 0.01%
+80
OUNZ icon
361
VanEck Merk Gold Trust
OUNZ
$2.4B
$14.2K 0.01%
+383
SOLV icon
362
Solventum
SOLV
$14.8B
$13.9K 0.01%
191
NXST icon
363
Nexstar Media Group
NXST
$5.7B
$13.8K 0.01%
70
EXG icon
364
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.82B
$13.7K ﹤0.01%
1,500
RAAX icon
365
VanEck Inflation Allocation ETF
RAAX
$244M
$13.6K ﹤0.01%
+395
AOM icon
366
iShares Core Moderate Allocation ETF
AOM
$1.64B
$13.6K ﹤0.01%
286
+2
ILMN icon
367
Illumina
ILMN
$19.5B
$13.6K ﹤0.01%
143
+40
MS icon
368
Morgan Stanley
MS
$269B
$13.5K ﹤0.01%
+85
AMD icon
369
Advanced Micro Devices
AMD
$350B
$13.4K ﹤0.01%
83
+5
KIM icon
370
Kimco Realty
KIM
$13.7B
$13.1K ﹤0.01%
600
TDY icon
371
Teledyne Technologies
TDY
$23.3B
$12.9K ﹤0.01%
+22
AZO icon
372
AutoZone
AZO
$63.6B
$12.9K ﹤0.01%
3
LIN icon
373
Linde
LIN
$191B
$12.3K ﹤0.01%
+26
FFIV icon
374
F5
FFIV
$13.9B
$12.3K ﹤0.01%
+38
RIVN icon
375
Rivian
RIVN
$21.1B
$12K ﹤0.01%
819