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
476
$5.1K ﹤0.01%
+130
477
$5.1K ﹤0.01%
+89
478
$5.09K ﹤0.01%
+13
479
$5.08K ﹤0.01%
+147
480
$5.02K ﹤0.01%
+106
481
$5.01K ﹤0.01%
22
482
$5.01K ﹤0.01%
+59
483
$4.99K ﹤0.01%
+30
484
$4.99K ﹤0.01%
59
+9
485
$4.96K ﹤0.01%
+37
486
$4.91K ﹤0.01%
+46
487
$4.87K ﹤0.01%
+33
488
$4.87K ﹤0.01%
+196
489
$4.78K ﹤0.01%
+28
490
$4.78K ﹤0.01%
26
+13
491
$4.7K ﹤0.01%
24
+23
492
$4.64K ﹤0.01%
+37
493
$4.63K ﹤0.01%
+73
494
$4.6K ﹤0.01%
+25
495
$4.58K ﹤0.01%
+51
496
$4.57K ﹤0.01%
+87
497
$4.55K ﹤0.01%
+17
498
$4.53K ﹤0.01%
+39
499
$4.5K ﹤0.01%
+22
500
$4.47K ﹤0.01%
+7
18 19
20
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