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
AEP icon
426
American Electric Power
AEP
$63.3B
$7.31K ﹤0.01%
65
+25
CEG icon
427
Constellation Energy
CEG
$113B
$7.24K ﹤0.01%
+22
METC icon
428
Ramaco Resources Class A
METC
$1.08B
$7.24K ﹤0.01%
+218
GEN icon
429
Gen Digital
GEN
$16.5B
$7.16K ﹤0.01%
+252
DOCU icon
430
DocuSign
DOCU
$14.1B
$7.07K ﹤0.01%
98
+26
LHX icon
431
L3Harris
LHX
$51.1B
$7.03K ﹤0.01%
23
+8
KRC icon
432
Kilroy Realty
KRC
$4.96B
$6.97K ﹤0.01%
+165
SHW icon
433
Sherwin-Williams
SHW
$84B
$6.93K ﹤0.01%
+20
VLO icon
434
Valero Energy
VLO
$54.5B
$6.81K ﹤0.01%
40
+20
DD icon
435
DuPont de Nemours
DD
$16.7B
$6.78K ﹤0.01%
+208
NEM icon
436
Newmont
NEM
$98.4B
$6.75K ﹤0.01%
+80
BYD icon
437
Boyd Gaming
BYD
$6.46B
$6.74K ﹤0.01%
+78
LRCX icon
438
Lam Research
LRCX
$198B
$6.7K ﹤0.01%
+50
HWM icon
439
Howmet Aerospace
HWM
$78.8B
$6.67K ﹤0.01%
+34
XLP icon
440
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$6.66K ﹤0.01%
85
ULTA icon
441
Ulta Beauty
ULTA
$24.6B
$6.56K ﹤0.01%
+12
PGR icon
442
Progressive
PGR
$133B
$6.42K ﹤0.01%
+26
CCK icon
443
Crown Holdings
CCK
$11.4B
$6.38K ﹤0.01%
+66
TT icon
444
Trane Technologies
TT
$90.4B
$6.33K ﹤0.01%
+15
YEAR icon
445
AB Ultra Short Income ETF
YEAR
$1.49B
$6.28K ﹤0.01%
+124
DG icon
446
Dollar General
DG
$24.4B
$6.2K ﹤0.01%
+60
MAS icon
447
Masco
MAS
$13.5B
$6.2K ﹤0.01%
+88
GRMN icon
448
Garmin
GRMN
$38.3B
$6.16K ﹤0.01%
+25
DGX icon
449
Quest Diagnostics
DGX
$20.3B
$6.1K ﹤0.01%
+32
GPC icon
450
Genuine Parts
GPC
$18.1B
$6.1K ﹤0.01%
44