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
$253M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$1.52M
3 +$773K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$718K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$618K

Sector Composition

1 Technology 6.1%
2 Communication Services 3.04%
3 Consumer Discretionary 2.2%
4 Financials 2.05%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AOM icon
351
iShares Core Moderate Allocation ETF
AOM
$1.61B
$13.1K 0.01%
284
+2
DE icon
352
Deere & Co
DE
$124B
$12.7K 0.01%
25
KIM icon
353
Kimco Realty
KIM
$14.8B
$12.6K 0.01%
600
NFLX icon
354
Netflix
NFLX
$510B
$12.4K ﹤0.01%
9
-1
NXST icon
355
Nexstar Media Group
NXST
$5.76B
$12.1K ﹤0.01%
70
EQIX icon
356
Equinix
EQIX
$79.7B
$11.9K ﹤0.01%
15
PXF icon
357
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.17B
$11.8K ﹤0.01%
205
+3
COP icon
358
ConocoPhillips
COP
$108B
$11.7K ﹤0.01%
130
RIVN icon
359
Rivian
RIVN
$15.8B
$11.3K ﹤0.01%
819
SWKS icon
360
Skyworks Solutions
SWKS
$11.2B
$11.2K ﹤0.01%
150
-530
AZO icon
361
AutoZone
AZO
$67.2B
$11.1K ﹤0.01%
3
AMD icon
362
Advanced Micro Devices
AMD
$378B
$11.1K ﹤0.01%
78
CLX icon
363
Clorox
CLX
$14.6B
$10.8K ﹤0.01%
90
AKRO icon
364
Akero Therapeutics
AKRO
$4.32B
$10.8K ﹤0.01%
202
+114
KO icon
365
Coca-Cola
KO
$295B
$10.7K ﹤0.01%
151
LYV icon
366
Live Nation Entertainment
LYV
$36B
$10.6K ﹤0.01%
70
SNOW icon
367
Snowflake
SNOW
$81.6B
$10.1K ﹤0.01%
45
CARR icon
368
Carrier Global
CARR
$47.8B
$9.87K ﹤0.01%
135
+1
ILMN icon
369
Illumina
ILMN
$14.7B
$9.83K ﹤0.01%
103
EXR icon
370
Extra Space Storage
EXR
$32.2B
$9.58K ﹤0.01%
65
TMUS icon
371
T-Mobile US
TMUS
$258B
$9.53K ﹤0.01%
40
FIS icon
372
Fidelity National Information Services
FIS
$34.9B
$9.04K ﹤0.01%
111
ICLR icon
373
Icon
ICLR
$14.4B
$8.73K ﹤0.01%
60
OGS icon
374
ONE Gas
OGS
$4.92B
$8.41K ﹤0.01%
117
QQQM icon
375
Invesco NASDAQ 100 ETF
QQQM
$63.4B
$8.25K ﹤0.01%
36