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
$253M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$1.52M
3 +$773K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$718K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$618K

Sector Composition

1 Technology 6.1%
2 Communication Services 3.04%
3 Consumer Discretionary 2.2%
4 Financials 2.05%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VLO icon
426
Valero Energy
VLO
$49B
$2.69K ﹤0.01%
20
PRFZ icon
427
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$2.48K ﹤0.01%
61
BLOK icon
428
Amplify Blockchain Technology ETF
BLOK
$1.49B
$2.34K ﹤0.01%
41
BDX icon
429
Becton Dickinson
BDX
$54.2B
$2.32K ﹤0.01%
13
AZN icon
430
AstraZeneca
AZN
$263B
$1.96K ﹤0.01%
28
LVS icon
431
Las Vegas Sands
LVS
$33.3B
$1.65K ﹤0.01%
38
VKTX icon
432
Viking Therapeutics
VKTX
$3.77B
$1.64K ﹤0.01%
62
MSTR icon
433
Strategy Inc
MSTR
$83.2B
$1.62K ﹤0.01%
4
KD icon
434
Kyndryl
KD
$6.38B
$1.55K ﹤0.01%
37
AU icon
435
AngloGold Ashanti
AU
$37.3B
$1.32K ﹤0.01%
29
PBT
436
Permian Basin Royalty Trust
PBT
$790M
$1.24K ﹤0.01%
+100
BLCN icon
437
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$51.9M
$1.17K ﹤0.01%
50
FVAL icon
438
Fidelity Value Factor ETF
FVAL
$1.05B
$1.15K ﹤0.01%
18
ALT icon
439
Altimmune
ALT
$338M
$1.11K ﹤0.01%
286
PM icon
440
Philip Morris
PM
$246B
$1.09K ﹤0.01%
6
JCI icon
441
Johnson Controls International
JCI
$71.2B
$1.06K ﹤0.01%
10
ROKU icon
442
Roku
ROKU
$13.9B
$1.05K ﹤0.01%
12
TERN icon
443
Terns Pharmaceuticals
TERN
$736M
$1.05K ﹤0.01%
281
GRAL
444
GRAIL Inc
GRAL
$2.81B
$875 ﹤0.01%
17
OGN icon
445
Organon & Co
OGN
$2.41B
$740 ﹤0.01%
76
PNR icon
446
Pentair
PNR
$17.8B
$719 ﹤0.01%
7
MJ icon
447
Amplify Alternative Harvest ETF
MJ
$195M
$701 ﹤0.01%
39
PDP icon
448
Invesco Dorsey Wright Momentum ETF
PDP
$1.35B
$652 ﹤0.01%
6
LCID icon
449
Lucid Motors
LCID
$6.03B
$606 ﹤0.01%
29
-1
GEHC icon
450
GE HealthCare
GEHC
$33.8B
$593 ﹤0.01%
8