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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
501
$4.47K ﹤0.01%
+148
502
$4.45K ﹤0.01%
+54
503
$4.38K ﹤0.01%
+26
504
$4.38K ﹤0.01%
+16
505
$4.38K ﹤0.01%
46
506
$4.29K ﹤0.01%
+18
507
$4.28K ﹤0.01%
+24
508
$4.26K ﹤0.01%
+32
509
$4.26K ﹤0.01%
+10
510
$4.25K ﹤0.01%
+33
511
$4.21K ﹤0.01%
+124
512
$4.17K ﹤0.01%
+56
513
$4.1K ﹤0.01%
+33
514
$4.07K ﹤0.01%
+11
515
$4.06K ﹤0.01%
+21
516
$4.06K ﹤0.01%
+53
517
$4.06K ﹤0.01%
+84
518
$4.05K ﹤0.01%
61
+60
519
$4.05K ﹤0.01%
+221
520
$4.02K ﹤0.01%
+24
521
$3.98K ﹤0.01%
+42
522
$3.98K ﹤0.01%
+59
523
$3.97K ﹤0.01%
+130
524
$3.92K ﹤0.01%
5
-10
525
$3.88K ﹤0.01%
+12
19 20
21
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