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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
$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
BNY
451
Bank of New York Mellon
BNY
$98.8B
$12.5K ﹤0.01%
108
+39
SWKS icon
452
Skyworks Solutions
SWKS
$11.1B
$12.4K ﹤0.01%
196
-13
MOH icon
453
Molina Healthcare
MOH
$10.4B
$12.3K ﹤0.01%
71
+53
KIM icon
454
Kimco Realty
KIM
$17.5B
$12.2K ﹤0.01%
600
FDS icon
455
Factset
FDS
$8.79B
$11.9K ﹤0.01%
+41
ADC icon
456
Agree Realty
ADC
$9.11B
$11.9K ﹤0.01%
+165
PFBC icon
457
Preferred Bank
PFBC
$1.2B
$11.8K ﹤0.01%
+125
VRTX icon
458
Vertex Pharmaceuticals
VRTX
$113B
$11.8K ﹤0.01%
26
+13
MDT icon
459
Medtronic
MDT
$103B
$11.7K ﹤0.01%
122
+7
ARW icon
460
Arrow Electronics
ARW
$11.6B
$11.7K ﹤0.01%
+106
BHF icon
461
Brighthouse Financial
BHF
$3.62B
$11.5K ﹤0.01%
+178
VICI icon
462
VICI Properties
VICI
$30.7B
$11.5K ﹤0.01%
408
+340
PXF icon
463
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
$11.4K ﹤0.01%
174
+2
CCI icon
464
Crown Castle
CCI
$40.2B
$11.4K ﹤0.01%
+128
GFS icon
465
GlobalFoundries
GFS
$44.6B
$11.3K ﹤0.01%
+324
CNC icon
466
Centene
CNC
$32.2B
$11.2K ﹤0.01%
272
+233
ROP icon
467
Roper Technologies
ROP
$33.8B
$11.1K ﹤0.01%
25
-183
ICLR icon
468
Icon
ICLR
$11.2B
$10.9K ﹤0.01%
60
CLX icon
469
Clorox
CLX
$11.7B
$10.9K ﹤0.01%
108
+17
LHX icon
470
L3Harris
LHX
$57.3B
$10.9K ﹤0.01%
37
+14
UPS icon
471
United Parcel Service
UPS
$91.9B
$10.8K ﹤0.01%
109
UFPI icon
472
UFP Industries
UFPI
$4.78B
$10.7K ﹤0.01%
+118
SON icon
473
Sonoco
SON
$5B
$10.6K ﹤0.01%
+242
BJ icon
474
BJs Wholesale Club
BJ
$11.6B
$10.5K ﹤0.01%
117
+113
EMR icon
475
Emerson Electric
EMR
$80.1B
$10.5K ﹤0.01%
79
+7