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
426
$7.31K ﹤0.01%
65
+25
427
$7.24K ﹤0.01%
+22
428
$7.24K ﹤0.01%
+218
429
$7.16K ﹤0.01%
+252
430
$7.07K ﹤0.01%
98
+26
431
$7.03K ﹤0.01%
23
+8
432
$6.97K ﹤0.01%
+165
433
$6.93K ﹤0.01%
+20
434
$6.81K ﹤0.01%
40
+20
435
$6.78K ﹤0.01%
+208
436
$6.75K ﹤0.01%
+80
437
$6.74K ﹤0.01%
+78
438
$6.7K ﹤0.01%
+50
439
$6.67K ﹤0.01%
+34
440
$6.66K ﹤0.01%
85
441
$6.56K ﹤0.01%
+12
442
$6.42K ﹤0.01%
+26
443
$6.38K ﹤0.01%
+66
444
$6.33K ﹤0.01%
+15
445
$6.28K ﹤0.01%
+124
446
$6.2K ﹤0.01%
+60
447
$6.2K ﹤0.01%
+88
448
$6.16K ﹤0.01%
+25
449
$6.1K ﹤0.01%
+32
450
$6.1K ﹤0.01%
44
16 17
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