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
IT icon
451
Gartner
IT
$16.7B
$6.05K ﹤0.01%
+23
CTAS icon
452
Cintas
CTAS
$74.1B
$5.95K ﹤0.01%
+29
FNDC icon
453
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$5.88K ﹤0.01%
132
PHM icon
454
Pultegroup
PHM
$25.4B
$5.81K ﹤0.01%
+44
DFAW icon
455
Dimensional World Equity ETF
DFAW
$965M
$5.73K ﹤0.01%
80
-3
TSN icon
456
Tyson Foods
TSN
$20.3B
$5.7K ﹤0.01%
+105
WSM icon
457
Williams-Sonoma
WSM
$21.6B
$5.67K ﹤0.01%
+29
OC icon
458
Owens Corning
OC
$9.41B
$5.66K ﹤0.01%
+40
G icon
459
Genpact
G
$7.76B
$5.66K ﹤0.01%
+135
DFGR icon
460
Dimensional Global Real Estate ETF
DFGR
$2.9B
$5.58K ﹤0.01%
204
+1
AIG icon
461
American International
AIG
$41.3B
$5.58K ﹤0.01%
+71
PODD icon
462
Insulet
PODD
$21.5B
$5.56K ﹤0.01%
+18
TTEK icon
463
Tetra Tech
TTEK
$9.06B
$5.54K ﹤0.01%
+166
BIIB icon
464
Biogen
BIIB
$26.6B
$5.46K ﹤0.01%
39
+9
EPR icon
465
EPR Properties
EPR
$3.98B
$5.45K ﹤0.01%
+94
ANET icon
466
Arista Networks
ANET
$161B
$5.39K ﹤0.01%
+37
FWONK icon
467
Liberty Media Series C
FWONK
$23.2B
$5.33K ﹤0.01%
+51
ADP icon
468
Automatic Data Processing
ADP
$105B
$5.28K ﹤0.01%
+18
BIDU icon
469
Baidu
BIDU
$40.4B
$5.27K ﹤0.01%
40
TTC icon
470
Toro Company
TTC
$6.97B
$5.26K ﹤0.01%
+69
MCO icon
471
Moody's
MCO
$87.6B
$5.24K ﹤0.01%
+11
GSLC icon
472
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$5.18K ﹤0.01%
40
TTWO icon
473
Take-Two Interactive
TTWO
$45.2B
$5.17K ﹤0.01%
+20
HYS icon
474
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$5.17K ﹤0.01%
54
DTEC icon
475
ALPS Disruptive Technologies ETF
DTEC
$83.3M
$5.17K ﹤0.01%
101