EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.54%
2 Communication Services 4.63%
3 Consumer Discretionary 2.5%
4 Financials 2.23%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KO icon
351
Coca-Cola
KO
$318B
$21.9K 0.01%
313
OVV icon
352
Ovintiv
OVV
$11.1B
$21.9K 0.01%
558
+187
SWX icon
353
Southwest Gas
SWX
$5.95B
$21.8K 0.01%
+272
DOCN icon
354
DigitalOcean
DOCN
$5.17B
$21.6K 0.01%
+449
QCOM icon
355
Qualcomm
QCOM
$161B
$21.6K 0.01%
126
+96
APH icon
356
Amphenol
APH
$180B
$21.5K 0.01%
159
+135
IAK icon
357
iShares US Insurance ETF
IAK
$444M
$21.2K 0.01%
155
THO icon
358
Thor Industries
THO
$5.88B
$21.2K 0.01%
+206
DMCY icon
359
Democracy International Fund
DMCY
$11.4M
$21.1K 0.01%
682
GPK icon
360
Graphic Packaging
GPK
$4.34B
$21.1K 0.01%
1,399
+1,362
HACK icon
361
Amplify Cybersecurity ETF
HACK
$1.99B
$20.9K 0.01%
260
SUSA icon
362
iShares ESG Optimized MSCI USA ETF
SUSA
$3.74B
$20.9K 0.01%
150
TMHC icon
363
Taylor Morrison
TMHC
$5.91B
$20.8K 0.01%
+354
PFF icon
364
iShares Preferred and Income Securities ETF
PFF
$14.2B
$20.7K 0.01%
670
-690
OKE icon
365
Oneok
OKE
$50.4B
$20.7K 0.01%
281
+247
LNG icon
366
Cheniere Energy
LNG
$45.4B
$20.4K 0.01%
+105
XNTK icon
367
State Street SPDR NYSE Technology ETF
XNTK
$1.6B
$20.3K 0.01%
73
IMCG icon
368
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$20.2K 0.01%
254
+1
CVS icon
369
CVS Health
CVS
$94.4B
$19.9K 0.01%
251
+51
AL icon
370
Air Lease Corp
AL
$7.2B
$19.9K 0.01%
+310
INTU icon
371
Intuit
INTU
$137B
$19.9K 0.01%
30
+4
GEN icon
372
Gen Digital
GEN
$14.7B
$19.7K 0.01%
724
+472
PM icon
373
Philip Morris
PM
$278B
$19.6K 0.01%
122
+10
GIB icon
374
CGI
GIB
$18.4B
$19.6K 0.01%
212
ILMN icon
375
Illumina
ILMN
$22.3B
$19.5K 0.01%
149
+6