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
$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
$74B
$11.8K ﹤0.01%
50
+15
LYV icon
377
Live Nation Entertainment
LYV
$34.3B
$11.4K ﹤0.01%
70
ADSK icon
378
Autodesk
ADSK
$56.9B
$11.4K ﹤0.01%
+36
BSX icon
379
Boston Scientific
BSX
$139B
$11.4K ﹤0.01%
+117
CLX icon
380
Clorox
CLX
$13.3B
$11.2K ﹤0.01%
91
+1
MDT icon
381
Medtronic
MDT
$129B
$11K ﹤0.01%
+115
PXF icon
382
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.46B
$10.5K ﹤0.01%
172
-33
ICLR icon
383
Icon
ICLR
$14.2B
$10.5K ﹤0.01%
60
WBD icon
384
Warner Bros
WBD
$69.4B
$10.4K ﹤0.01%
535
+160
URNM icon
385
Sprott Uranium Miners ETF
URNM
$2.76B
$10.3K ﹤0.01%
170
ABNB icon
386
Airbnb
ABNB
$79.8B
$10.2K ﹤0.01%
+84
MNST icon
387
Monster Beverage
MNST
$79.1B
$10.2K ﹤0.01%
+152
GD icon
388
General Dynamics
GD
$96.4B
$10.2K ﹤0.01%
+30
VLTO icon
389
Veralto
VLTO
$24.5B
$10.1K ﹤0.01%
95
+18
CME icon
390
CME Group
CME
$103B
$9.73K ﹤0.01%
36
+11
SDY icon
391
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$9.66K ﹤0.01%
69
-36
AKRO
392
DELISTED
Akero Therapeutics
AKRO
$9.59K ﹤0.01%
202
EMR icon
393
Emerson Electric
EMR
$83.5B
$9.45K ﹤0.01%
72
+51
WYNN icon
394
Wynn Resorts
WYNN
$11.7B
$9.24K ﹤0.01%
72
+4
EXR icon
395
Extra Space Storage
EXR
$29.1B
$9.16K ﹤0.01%
65
UPS icon
396
United Parcel Service
UPS
$88B
$9.11K ﹤0.01%
109
+39
QQQM icon
397
Invesco NASDAQ 100 ETF
QQQM
$73.6B
$8.98K ﹤0.01%
36
AXP icon
398
American Express
AXP
$246B
$8.97K ﹤0.01%
+27
IYW icon
399
iShares US Technology ETF
IYW
$21.4B
$8.81K ﹤0.01%
45
HODL icon
400
VanEck Bitcoin Trust
HODL
$1.64B
$8.64K ﹤0.01%
267
+3