EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
BK icon
451
Bank of New York Mellon
BK
$80B
$12.5K ﹤0.01%
108
+39
SWKS icon
452
Skyworks Solutions
SWKS
$8.23B
$12.4K ﹤0.01%
196
-13
MOH icon
453
Molina Healthcare
MOH
$7.68B
$12.3K ﹤0.01%
71
+53
KIM icon
454
Kimco Realty
KIM
$15.4B
$12.2K ﹤0.01%
600
FDS icon
455
Factset
FDS
$7.63B
$11.9K ﹤0.01%
+41
ADC icon
456
Agree Realty
ADC
$9.51B
$11.9K ﹤0.01%
+165
PFBC icon
457
Preferred Bank
PFBC
$1.08B
$11.8K ﹤0.01%
+125
VRTX icon
458
Vertex Pharmaceuticals
VRTX
$119B
$11.8K ﹤0.01%
26
+13
MDT icon
459
Medtronic
MDT
$112B
$11.7K ﹤0.01%
122
+7
ARW icon
460
Arrow Electronics
ARW
$7.17B
$11.7K ﹤0.01%
+106
BHF icon
461
Brighthouse Financial
BHF
$3.44B
$11.5K ﹤0.01%
+178
VICI icon
462
VICI Properties
VICI
$30.4B
$11.5K ﹤0.01%
408
+340
PXF icon
463
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.55B
$11.4K ﹤0.01%
174
+2
CCI icon
464
Crown Castle
CCI
$38.1B
$11.4K ﹤0.01%
+128
GFS icon
465
GlobalFoundries
GFS
$23.3B
$11.3K ﹤0.01%
+324
CNC icon
466
Centene
CNC
$16.9B
$11.2K ﹤0.01%
272
+233
ROP icon
467
Roper Technologies
ROP
$36.1B
$11.1K ﹤0.01%
25
-183
ICLR icon
468
Icon
ICLR
$7.51B
$10.9K ﹤0.01%
60
CLX icon
469
Clorox
CLX
$13.4B
$10.9K ﹤0.01%
108
+17
LHX icon
470
L3Harris
LHX
$67B
$10.9K ﹤0.01%
37
+14
UPS icon
471
United Parcel Service
UPS
$82.5B
$10.8K ﹤0.01%
109
UFPI icon
472
UFP Industries
UFPI
$5.08B
$10.7K ﹤0.01%
+118
SON icon
473
Sonoco
SON
$5.26B
$10.6K ﹤0.01%
+242
BJ icon
474
BJs Wholesale Club
BJ
$12.8B
$10.5K ﹤0.01%
117
+113
EMR icon
475
Emerson Electric
EMR
$74.3B
$10.5K ﹤0.01%
79
+7