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
$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
$152B
$19.4K 0.01%
207
+13
LBTYK icon
377
Liberty Global Class C
LBTYK
$3.76B
$19.4K 0.01%
1,754
+1,504
DSI icon
378
iShares MSCI KLD 400 Social ETF
DSI
$5.13B
$19.3K 0.01%
150
DFSE icon
379
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$586M
$19.3K 0.01%
465
+3
CF icon
380
CF Industries
CF
$18.8B
$19.3K 0.01%
249
+198
NULV icon
381
Nuveen ESG Large-Cap Value ETF
NULV
$2.04B
$19.1K 0.01%
425
NXPI icon
382
NXP Semiconductors
NXPI
$58.2B
$19.1K 0.01%
88
+66
CME icon
383
CME Group
CME
$103B
$18.8K 0.01%
69
+33
CRUS icon
384
Cirrus Logic
CRUS
$8.29B
$18.8K 0.01%
159
+122
NNN icon
385
NNN REIT
NNN
$8.38B
$18.8K 0.01%
475
+417
RPRX icon
386
Royalty Pharma
RPRX
$22B
$18.8K 0.01%
486
+422
NXST icon
387
Nexstar Media Group
NXST
$6.19B
$18.7K 0.01%
92
+22
VONE icon
388
Vanguard Russell 1000 ETF
VONE
$7.59B
$18.7K 0.01%
60
DE icon
389
Deere & Co
DE
$152B
$18.6K 0.01%
40
+8
HON icon
390
Honeywell
HON
$135B
$18.5K 0.01%
95
-445
RGLD icon
391
Royal Gold
RGLD
$20.1B
$18.5K 0.01%
+83
NSA icon
392
National Storage Affiliates Trust
NSA
$3.23B
$18.1K 0.01%
+643
ZBH icon
393
Zimmer Biomet
ZBH
$16B
$18.1K 0.01%
+201
BR icon
394
Broadridge
BR
$18.5B
$17.9K 0.01%
80
+62
AMAT icon
395
Applied Materials
AMAT
$302B
$17.7K 0.01%
69
+53
ACM icon
396
Aecom
ACM
$10.5B
$17.7K 0.01%
+186
MAR icon
397
Marriott International
MAR
$94.9B
$17.7K 0.01%
57
TXN icon
398
Texas Instruments
TXN
$241B
$17.7K 0.01%
102
+88
VUG icon
399
Vanguard Growth ETF
VUG
$35.1B
$17.6K 0.01%
36
IWB icon
400
iShares Russell 1000 ETF
IWB
$45.8B
$17.6K 0.01%
47
-3