EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
RL icon
501
Ralph Lauren
RL
$20B
$9.19K ﹤0.01%
26
DPZ icon
502
Domino's
DPZ
$13.5B
$9.17K ﹤0.01%
22
+18
WYNN icon
503
Wynn Resorts
WYNN
$10.5B
$9.15K ﹤0.01%
76
+4
ESTC icon
504
Elastic
ESTC
$5.33B
$9.13K ﹤0.01%
121
+62
PCTY icon
505
Paylocity
PCTY
$5.89B
$9K ﹤0.01%
59
+36
IYW icon
506
iShares US Technology ETF
IYW
$18.7B
$8.99K ﹤0.01%
45
SAIC icon
507
Saic
SAIC
$4.15B
$8.96K ﹤0.01%
89
+82
TT icon
508
Trane Technologies
TT
$93.5B
$8.95K ﹤0.01%
23
+8
MOAT icon
509
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$8.8K ﹤0.01%
85
TPR icon
510
Tapestry
TPR
$28.8B
$8.69K ﹤0.01%
68
JCI icon
511
Johnson Controls International
JCI
$79.7B
$8.62K ﹤0.01%
72
+52
OGN icon
512
Organon & Co
OGN
$1.65B
$8.57K ﹤0.01%
1,195
+1,118
SOXX icon
513
iShares Semiconductor ETF
SOXX
$20.7B
$8.53K ﹤0.01%
28
AOS icon
514
A.O. Smith
AOS
$9.24B
$8.49K ﹤0.01%
127
+106
REGN icon
515
Regeneron Pharmaceuticals
REGN
$78.8B
$8.49K ﹤0.01%
11
+5
EXR icon
516
Extra Space Storage
EXR
$29.8B
$8.46K ﹤0.01%
65
PID icon
517
Invesco International Dividend Achievers ETF
PID
$889M
$8.36K ﹤0.01%
380
VLTO icon
518
Veralto
VLTO
$22.4B
$8.28K ﹤0.01%
83
-12
SYY icon
519
Sysco
SYY
$40.9B
$8.18K ﹤0.01%
+111
THC icon
520
Tenet Healthcare
THC
$19.8B
$8.15K ﹤0.01%
41
VMBS icon
521
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$8.14K ﹤0.01%
173
ROKU icon
522
Roku
ROKU
$13.5B
$8.14K ﹤0.01%
75
+57
KDP icon
523
Keurig Dr Pepper
KDP
$37.2B
$8.12K ﹤0.01%
290
+167
PEG icon
524
Public Service Enterprise Group
PEG
$41.8B
$8.11K ﹤0.01%
101
+64
SYK icon
525
Stryker
SYK
$129B
$8.08K ﹤0.01%
23
+12