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
EL icon
401
Estee Lauder
EL
$36.4B
$8.58K ﹤0.01%
97
+25
CMI icon
402
Cummins
CMI
$70B
$8.45K ﹤0.01%
+20
MOAT icon
403
VanEck Morningstar Wide Moat ETF
MOAT
$12.9B
$8.43K ﹤0.01%
85
THC icon
404
Tenet Healthcare
THC
$18.5B
$8.32K ﹤0.01%
41
+4
FVAL icon
405
Fidelity Value Factor ETF
FVAL
$1.12B
$8.16K ﹤0.01%
118
+100
RL icon
406
Ralph Lauren
RL
$21.9B
$8.15K ﹤0.01%
+26
VMBS icon
407
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$8.13K ﹤0.01%
173
DDOG icon
408
Datadog
DDOG
$54.1B
$8.12K ﹤0.01%
+57
REG icon
409
Regency Centers
REG
$12.7B
$8.09K ﹤0.01%
111
+36
PID icon
410
Invesco International Dividend Achievers ETF
PID
$889M
$8.08K ﹤0.01%
380
CARR icon
411
Carrier Global
CARR
$45.7B
$8.08K ﹤0.01%
135
EXPE icon
412
Expedia Group
EXPE
$32.1B
$8.06K ﹤0.01%
38
+37
FIS icon
413
Fidelity National Information Services
FIS
$34.1B
$8.04K ﹤0.01%
122
+11
IBIT icon
414
iShares Bitcoin Trust
IBIT
$72.6B
$7.93K ﹤0.01%
122
DT icon
415
Dynatrace
DT
$13.3B
$7.85K ﹤0.01%
+162
TPR icon
416
Tapestry
TPR
$23.1B
$7.7K ﹤0.01%
+68
SOXX icon
417
iShares Semiconductor ETF
SOXX
$17.2B
$7.67K ﹤0.01%
28
CW icon
418
Curtiss-Wright
CW
$20B
$7.6K ﹤0.01%
+14
ZM icon
419
Zoom
ZM
$25.4B
$7.59K ﹤0.01%
+92
VRSN icon
420
VeriSign
VRSN
$23.4B
$7.55K ﹤0.01%
+27
VTIP icon
421
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$7.54K ﹤0.01%
149
BK icon
422
Bank of New York Mellon
BK
$79.2B
$7.52K ﹤0.01%
+69
BSJP icon
423
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$7.47K ﹤0.01%
+324
SGI
424
Somnigroup International
SGI
$19.1B
$7.42K ﹤0.01%
88
DASH icon
425
DoorDash
DASH
$95.6B
$7.34K ﹤0.01%
+27