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

Top Sells

1
+$2.46M
2
+$960K
3
+$555K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$437K
5
VTEC icon
Vanguard California Tax-Exempt Bond ETF
VTEC
+$429K

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
URNM icon
376
Sprott Uranium Miners ETF
URNM
$1.95B
$8.15K ﹤0.01%
170
HODL icon
377
VanEck Bitcoin Trust
HODL
$1.61B
$8.04K ﹤0.01%
264
DECK icon
378
Deckers Outdoor
DECK
$14.8B
$8.04K ﹤0.01%
78
VMBS icon
379
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$8.02K ﹤0.01%
173
MOAT icon
380
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$7.97K ﹤0.01%
85
FDX icon
381
FedEx
FDX
$56.1B
$7.96K ﹤0.01%
35
IYW icon
382
iShares US Technology ETF
IYW
$22.1B
$7.8K ﹤0.01%
45
-1,590
PID icon
383
Invesco International Dividend Achievers ETF
PID
$870M
$7.79K ﹤0.01%
380
VLTO icon
384
Veralto
VLTO
$25.5B
$7.77K ﹤0.01%
77
VTIP icon
385
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$7.49K ﹤0.01%
149
IBIT icon
386
iShares Bitcoin Trust
IBIT
$81.5B
$7.47K ﹤0.01%
122
UPS icon
387
United Parcel Service
UPS
$73.2B
$7.07K ﹤0.01%
70
CME icon
388
CME Group
CME
$96.6B
$6.89K ﹤0.01%
25
XLP icon
389
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$6.88K ﹤0.01%
85
SOXX icon
390
iShares Semiconductor ETF
SOXX
$15.7B
$6.74K ﹤0.01%
28
THC icon
391
Tenet Healthcare
THC
$17.7B
$6.51K ﹤0.01%
+37
WYNN icon
392
Wynn Resorts
WYNN
$12.2B
$6.37K ﹤0.01%
68
+18
SGI
393
Somnigroup International
SGI
$17.7B
$5.99K ﹤0.01%
88
BAX icon
394
Baxter International
BAX
$11.9B
$5.84K ﹤0.01%
193
EL icon
395
Estee Lauder
EL
$36.3B
$5.82K ﹤0.01%
72
DOCU icon
396
DocuSign
DOCU
$13.7B
$5.61K ﹤0.01%
72
DFAW icon
397
Dimensional World Equity ETF
DFAW
$880M
$5.6K ﹤0.01%
+83
FNDC icon
398
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
$5.56K ﹤0.01%
132
DFGR icon
399
Dimensional Global Real Estate ETF
DFGR
$2.76B
$5.44K ﹤0.01%
203
+1
REG icon
400
Regency Centers
REG
$13.1B
$5.34K ﹤0.01%
75
14 15
16
17 18