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
FDX icon
376
FedEx
FDX
$64B
$11.8K ﹤0.01%
50
+15
LYV icon
377
Live Nation Entertainment
LYV
$30.4B
$11.4K ﹤0.01%
70
ADSK icon
378
Autodesk
ADSK
$65B
$11.4K ﹤0.01%
+36
BSX icon
379
Boston Scientific
BSX
$146B
$11.4K ﹤0.01%
+117
CLX icon
380
Clorox
CLX
$13B
$11.2K ﹤0.01%
91
+1
MDT icon
381
Medtronic
MDT
$130B
$11K ﹤0.01%
+115
PXF icon
382
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.22B
$10.5K ﹤0.01%
172
-33
ICLR icon
383
Icon
ICLR
$14.4B
$10.5K ﹤0.01%
60
WBD icon
384
Warner Bros
WBD
$60.2B
$10.4K ﹤0.01%
535
+160
URNM icon
385
Sprott Uranium Miners ETF
URNM
$1.78B
$10.3K ﹤0.01%
170
ABNB icon
386
Airbnb
ABNB
$72B
$10.2K ﹤0.01%
+84
MNST icon
387
Monster Beverage
MNST
$73B
$10.2K ﹤0.01%
+152
GD icon
388
General Dynamics
GD
$90.6B
$10.2K ﹤0.01%
+30
VLTO icon
389
Veralto
VLTO
$25.5B
$10.1K ﹤0.01%
95
+18
CME icon
390
CME Group
CME
$100B
$9.73K ﹤0.01%
36
+11
SDY icon
391
State Street SPDR S&P Dividend ETF
SDY
$20B
$9.66K ﹤0.01%
69
-36
AKRO icon
392
Akero Therapeutics
AKRO
$4.5B
$9.59K ﹤0.01%
202
EMR icon
393
Emerson Electric
EMR
$74.7B
$9.45K ﹤0.01%
72
+51
WYNN icon
394
Wynn Resorts
WYNN
$13.8B
$9.24K ﹤0.01%
72
+4
EXR icon
395
Extra Space Storage
EXR
$28.1B
$9.16K ﹤0.01%
65
UPS icon
396
United Parcel Service
UPS
$82.2B
$9.11K ﹤0.01%
109
+39
QQQM icon
397
Invesco NASDAQ 100 ETF
QQQM
$70.3B
$8.98K ﹤0.01%
36
AXP icon
398
American Express
AXP
$252B
$8.97K ﹤0.01%
+27
IYW icon
399
iShares US Technology ETF
IYW
$21.1B
$8.81K ﹤0.01%
45
HODL icon
400
VanEck Bitcoin Trust
HODL
$1.7B
$8.64K ﹤0.01%
267
+3