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
COP icon
376
ConocoPhillips
COP
$129B
$19.4K 0.01%
207
+13
LBTYK icon
377
Liberty Global Class C
LBTYK
$3.72B
$19.4K 0.01%
1,754
+1,504
DSI icon
378
iShares MSCI KLD 400 Social ETF
DSI
$5.14B
$19.3K 0.01%
150
DFSE icon
379
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$547M
$19.3K 0.01%
465
+3
CF icon
380
CF Industries
CF
$14.6B
$19.3K 0.01%
249
+198
NULV icon
381
Nuveen ESG Large-Cap Value ETF
NULV
$1.96B
$19.1K 0.01%
425
NXPI icon
382
NXP Semiconductors
NXPI
$58B
$19.1K 0.01%
88
+66
CME icon
383
CME Group
CME
$105B
$18.8K 0.01%
69
+33
CRUS icon
384
Cirrus Logic
CRUS
$6.52B
$18.8K 0.01%
159
+122
NNN icon
385
NNN REIT
NNN
$7.89B
$18.8K 0.01%
475
+417
RPRX icon
386
Royalty Pharma
RPRX
$17.4B
$18.8K 0.01%
486
+422
NXST icon
387
Nexstar Media Group
NXST
$6.31B
$18.7K 0.01%
92
+22
VONE icon
388
Vanguard Russell 1000 ETF
VONE
$7.5B
$18.7K 0.01%
60
DE icon
389
Deere & Co
DE
$142B
$18.6K 0.01%
40
+8
HON icon
390
Honeywell
HON
$144B
$18.5K 0.01%
95
-414
RGLD icon
391
Royal Gold
RGLD
$24.7B
$18.5K 0.01%
+83
NSA icon
392
National Storage Affiliates Trust
NSA
$2.45B
$18.1K 0.01%
+643
ZBH icon
393
Zimmer Biomet
ZBH
$16.9B
$18.1K 0.01%
+201
BR icon
394
Broadridge
BR
$22.9B
$17.9K 0.01%
80
+62
AMAT icon
395
Applied Materials
AMAT
$267B
$17.7K 0.01%
69
+53
ACM icon
396
Aecom
ACM
$12.6B
$17.7K 0.01%
+186
MAR icon
397
Marriott International
MAR
$85.4B
$17.7K 0.01%
57
TXN icon
398
Texas Instruments
TXN
$199B
$17.7K 0.01%
102
+88
VUG icon
399
Vanguard Growth ETF
VUG
$201B
$17.6K 0.01%
36
IWB icon
400
iShares Russell 1000 ETF
IWB
$46.3B
$17.6K 0.01%
47
-3