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
FCX icon
476
Freeport-McMoran
FCX
$63.9B
$5.1K ﹤0.01%
+130
FOX icon
477
Fox Class B
FOX
$26.3B
$5.1K ﹤0.01%
+89
VRTX icon
478
Vertex Pharmaceuticals
VRTX
$118B
$5.09K ﹤0.01%
+13
NWS icon
479
News Corp Class B
NWS
$16.2B
$5.08K ﹤0.01%
+147
STOT icon
480
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$302M
$5.02K ﹤0.01%
+106
NXPI icon
481
NXP Semiconductors
NXPI
$57.3B
$5.01K ﹤0.01%
22
ALSN icon
482
Allison Transmission
ALSN
$7.53B
$5.01K ﹤0.01%
+59
QCOM icon
483
Qualcomm
QCOM
$187B
$4.99K ﹤0.01%
+30
ESTC icon
484
Elastic
ESTC
$7.91B
$4.99K ﹤0.01%
59
+9
JBHT icon
485
JB Hunt Transport Services
JBHT
$17.9B
$4.96K ﹤0.01%
+37
CPT icon
486
Camden Property Trust
CPT
$11.2B
$4.91K ﹤0.01%
+46
XYL icon
487
Xylem
XYL
$34.3B
$4.87K ﹤0.01%
+33
GTES icon
488
Gates Industrial
GTES
$5.73B
$4.87K ﹤0.01%
+196
BX icon
489
Blackstone
BX
$117B
$4.78K ﹤0.01%
+28
BDX icon
490
Becton Dickinson
BDX
$55.2B
$4.78K ﹤0.01%
26
+13
VST icon
491
Vistra
VST
$58.2B
$4.7K ﹤0.01%
24
+23
CRUS icon
492
Cirrus Logic
CRUS
$6.23B
$4.64K ﹤0.01%
+37
WMB icon
493
Williams Companies
WMB
$75.2B
$4.63K ﹤0.01%
+73
NOW icon
494
ServiceNow
NOW
$173B
$4.6K ﹤0.01%
+5
CF icon
495
CF Industries
CF
$12.4B
$4.58K ﹤0.01%
+51
SPB icon
496
Spectrum Brands
SPB
$1.37B
$4.57K ﹤0.01%
+87
ESS icon
497
Essex Property Trust
ESS
$16.7B
$4.55K ﹤0.01%
+17
STT icon
498
State Street
STT
$33.8B
$4.53K ﹤0.01%
+39
UHS icon
499
Universal Health Services
UHS
$14.4B
$4.5K ﹤0.01%
+22
IDXX icon
500
Idexx Laboratories
IDXX
$58B
$4.47K ﹤0.01%
+7