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
526
$3.88K ﹤0.01%
75
+2
527
$3.87K ﹤0.01%
+25
528
$3.78K ﹤0.01%
+150
529
$3.72K ﹤0.01%
+17
530
$3.69K ﹤0.01%
1,500
531
$3.68K ﹤0.01%
49
+41
532
$3.67K ﹤0.01%
+14
533
$3.67K ﹤0.01%
+38
534
$3.66K ﹤0.01%
+23
535
$3.64K ﹤0.01%
267
536
$3.57K ﹤0.01%
+34
537
$3.55K ﹤0.01%
+11
538
$3.5K ﹤0.01%
26
539
$3.44K ﹤0.01%
+18
540
$3.44K ﹤0.01%
+68
541
$3.42K ﹤0.01%
+25
542
$3.4K ﹤0.01%
+18
543
$3.38K ﹤0.01%
+13
544
$3.37K ﹤0.01%
+6
545
$3.37K ﹤0.01%
+49
546
$3.35K ﹤0.01%
+55
547
$3.35K ﹤0.01%
+101
548
$3.33K ﹤0.01%
+17
549
$3.33K ﹤0.01%
+56
550
$3.31K ﹤0.01%
52
20 21
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