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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
376
$11.8K ﹤0.01%
50
+15
377
$11.4K ﹤0.01%
70
378
$11.4K ﹤0.01%
+36
379
$11.4K ﹤0.01%
+117
380
$11.2K ﹤0.01%
91
+1
381
$11K ﹤0.01%
+115
382
$10.5K ﹤0.01%
172
-33
383
$10.5K ﹤0.01%
60
384
$10.4K ﹤0.01%
535
+160
385
$10.3K ﹤0.01%
170
386
$10.2K ﹤0.01%
+84
387
$10.2K ﹤0.01%
+152
388
$10.2K ﹤0.01%
+30
389
$10.1K ﹤0.01%
95
+18
390
$9.73K ﹤0.01%
36
+11
391
$9.66K ﹤0.01%
69
-36
392
$9.59K ﹤0.01%
202
393
$9.45K ﹤0.01%
72
+51
394
$9.24K ﹤0.01%
72
+4
395
$9.16K ﹤0.01%
65
396
$9.11K ﹤0.01%
109
+39
397
$8.98K ﹤0.01%
36
398
$8.97K ﹤0.01%
+27
399
$8.81K ﹤0.01%
45
400
$8.64K ﹤0.01%
267
+3
14 15
16
17 18