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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
451
$6.05K ﹤0.01%
+23
452
$5.95K ﹤0.01%
+29
453
$5.88K ﹤0.01%
132
454
$5.81K ﹤0.01%
+44
455
$5.73K ﹤0.01%
80
-3
456
$5.7K ﹤0.01%
+105
457
$5.67K ﹤0.01%
+29
458
$5.66K ﹤0.01%
+40
459
$5.66K ﹤0.01%
+135
460
$5.58K ﹤0.01%
204
+1
461
$5.58K ﹤0.01%
+71
462
$5.56K ﹤0.01%
+18
463
$5.54K ﹤0.01%
+166
464
$5.46K ﹤0.01%
39
+9
465
$5.45K ﹤0.01%
+94
466
$5.39K ﹤0.01%
+37
467
$5.33K ﹤0.01%
+51
468
$5.28K ﹤0.01%
+18
469
$5.27K ﹤0.01%
40
470
$5.26K ﹤0.01%
+69
471
$5.24K ﹤0.01%
+11
472
$5.18K ﹤0.01%
40
473
$5.17K ﹤0.01%
+20
474
$5.17K ﹤0.01%
54
475
$5.17K ﹤0.01%
101
17 18
19
20 21