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
$282M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.54%
2 Communication Services 4.63%
3 Consumer Discretionary 2.5%
4 Financials 2.23%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DBX icon
426
Dropbox
DBX
$5.72B
$14.9K 0.01%
536
+388
BAX icon
427
Baxter International
BAX
$9.26B
$14.8K 0.01%
+774
DGX icon
428
Quest Diagnostics
DGX
$21.6B
$14.8K 0.01%
85
+53
FISV
429
Fiserv Inc
FISV
$33.1B
$14.7K 0.01%
219
+186
XT icon
430
iShares Future Exponential Technologies ETF
XT
$3.78B
$14.7K 0.01%
210
GLPI icon
431
Gaming and Leisure Properties
GLPI
$13.6B
$14.6K 0.01%
+327
EXG icon
432
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.83B
$14.3K 0.01%
1,500
RNR icon
433
RenaissanceRe
RNR
$13.4B
$14.1K 0.01%
+50
HWM icon
434
Howmet Aerospace
HWM
$96.3B
$13.9K ﹤0.01%
68
+34
AOM icon
435
iShares Core Moderate Allocation ETF
AOM
$1.71B
$13.9K ﹤0.01%
291
+5
FDX icon
436
FedEx
FDX
$93.1B
$13.9K ﹤0.01%
48
-2
FCN icon
437
FTI Consulting
FCN
$5.5B
$13.8K ﹤0.01%
+81
BSX icon
438
Boston Scientific
BSX
$86.9B
$13.8K ﹤0.01%
145
+28
MORN icon
439
Morningstar
MORN
$7.08B
$13.7K ﹤0.01%
63
+61
SBRA icon
440
Sabra Healthcare REIT
SBRA
$5.17B
$13.6K ﹤0.01%
+718
VIRT icon
441
Virtu Financial
VIRT
$4.24B
$13.6K ﹤0.01%
+407
FIS icon
442
Fidelity National Information Services
FIS
$23.8B
$13.4K ﹤0.01%
202
+80
ANET icon
443
Arista Networks
ANET
$212B
$13.4K ﹤0.01%
102
+65
RIVN icon
444
Rivian
RIVN
$20.2B
$13.1K ﹤0.01%
664
-155
MTG icon
445
MGIC Investment
MTG
$6.23B
$13.1K ﹤0.01%
447
+406
PAG icon
446
Penske Automotive Group
PAG
$10.6B
$13K ﹤0.01%
+82
MNST icon
447
Monster Beverage
MNST
$75.5B
$12.9K ﹤0.01%
168
+16
LIN icon
448
Linde
LIN
$236B
$12.8K ﹤0.01%
30
+4
CEG icon
449
Constellation Energy
CEG
$108B
$12.7K ﹤0.01%
36
+14
TTWO icon
450
Take-Two Interactive
TTWO
$39.4B
$12.5K ﹤0.01%
49
+29