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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
351
$15.1K 0.01%
200
+130
352
$15K 0.01%
371
353
$15K 0.01%
100
354
$14.9K 0.01%
112
+12
355
$14.9K 0.01%
57
+7
356
$14.8K 0.01%
+394
357
$14.6K 0.01%
32
+7
358
$14.4K 0.01%
+138
359
$14.3K 0.01%
+32
360
$14.3K 0.01%
+80
361
$14.2K 0.01%
+383
362
$13.9K 0.01%
191
363
$13.8K 0.01%
70
364
$13.7K ﹤0.01%
1,500
365
$13.6K ﹤0.01%
+395
366
$13.6K ﹤0.01%
286
+2
367
$13.6K ﹤0.01%
143
+40
368
$13.5K ﹤0.01%
+85
369
$13.4K ﹤0.01%
83
+5
370
$13.1K ﹤0.01%
600
371
$12.9K ﹤0.01%
+22
372
$12.9K ﹤0.01%
3
373
$12.3K ﹤0.01%
+26
374
$12.3K ﹤0.01%
+38
375
$12K ﹤0.01%
819
13 14
15
16 17