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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
401
$8.58K ﹤0.01%
97
+25
402
$8.45K ﹤0.01%
+20
403
$8.43K ﹤0.01%
85
404
$8.32K ﹤0.01%
41
+4
405
$8.16K ﹤0.01%
118
+100
406
$8.15K ﹤0.01%
+26
407
$8.13K ﹤0.01%
173
408
$8.12K ﹤0.01%
+57
409
$8.09K ﹤0.01%
111
+36
410
$8.08K ﹤0.01%
380
411
$8.08K ﹤0.01%
135
412
$8.06K ﹤0.01%
38
+37
413
$8.04K ﹤0.01%
122
+11
414
$7.93K ﹤0.01%
122
415
$7.85K ﹤0.01%
+162
416
$7.7K ﹤0.01%
+68
417
$7.67K ﹤0.01%
28
418
$7.6K ﹤0.01%
+14
419
$7.59K ﹤0.01%
+92
420
$7.55K ﹤0.01%
+27
421
$7.54K ﹤0.01%
149
422
$7.52K ﹤0.01%
+69
423
$7.47K ﹤0.01%
+324
424
$7.42K ﹤0.01%
88
425
$7.34K ﹤0.01%
+27
15 16
17
18 19