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
$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
DBX icon
501
Dropbox
DBX
$6.57B
$4.47K ﹤0.01%
+148
MET icon
502
MetLife
MET
$50.2B
$4.45K ﹤0.01%
+54
ICE icon
503
Intercontinental Exchange
ICE
$98.3B
$4.38K ﹤0.01%
+26
RMD icon
504
ResMed
RMD
$37.6B
$4.38K ﹤0.01%
+16
EMB icon
505
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$4.38K ﹤0.01%
46
BR icon
506
Broadridge
BR
$23.9B
$4.29K ﹤0.01%
+18
WELL icon
507
Welltower
WELL
$126B
$4.28K ﹤0.01%
+24
APO icon
508
Apollo Global Management
APO
$77.1B
$4.26K ﹤0.01%
+32
HCA icon
509
HCA Healthcare
HCA
$112B
$4.26K ﹤0.01%
+10
FISV
510
Fiserv Inc
FISV
$34.9B
$4.25K ﹤0.01%
+33
RHI icon
511
Robert Half
RHI
$2.73B
$4.21K ﹤0.01%
+124
NTNX icon
512
Nutanix
NTNX
$11.3B
$4.17K ﹤0.01%
+56
KMB icon
513
Kimberly-Clark
KMB
$33B
$4.1K ﹤0.01%
+33
SYK icon
514
Stryker
SYK
$137B
$4.07K ﹤0.01%
+11
SBAC icon
515
SBA Communications
SBAC
$19.6B
$4.06K ﹤0.01%
+21
USFD icon
516
US Foods
USFD
$18.7B
$4.06K ﹤0.01%
+53
USB icon
517
US Bancorp
USB
$86.7B
$4.06K ﹤0.01%
+84
ETSY icon
518
Etsy
ETSY
$5.64B
$4.05K ﹤0.01%
61
+60
CAG icon
519
Conagra Brands
CAG
$8.46B
$4.05K ﹤0.01%
+221
MU icon
520
Micron Technology
MU
$490B
$4.02K ﹤0.01%
+24
SO icon
521
Southern Company
SO
$97.3B
$3.98K ﹤0.01%
+42
KR icon
522
Kroger
KR
$39.1B
$3.98K ﹤0.01%
+59
ST icon
523
Sensata Technologies
ST
$5.01B
$3.97K ﹤0.01%
+130
EQIX icon
524
Equinix
EQIX
$80.1B
$3.92K ﹤0.01%
5
-10
ELV icon
525
Elevance Health
ELV
$76B
$3.88K ﹤0.01%
+12