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
PRGO icon
551
Perrigo
PRGO
$1.28B
$7.07K ﹤0.01%
508
+494
EXEL icon
552
Exelixis
EXEL
$10.7B
$7.06K ﹤0.01%
+161
REG icon
553
Regency Centers
REG
$14B
$7.04K ﹤0.01%
102
-9
TSN icon
554
Tyson Foods
TSN
$21.2B
$7.04K ﹤0.01%
120
+15
DASH icon
555
DoorDash
DASH
$70.1B
$7.02K ﹤0.01%
31
+4
CHTR icon
556
Charter Communications
CHTR
$27.6B
$6.89K ﹤0.01%
33
+27
SMG icon
557
ScottsMiracle-Gro
SMG
$3.54B
$6.89K ﹤0.01%
118
+97
NWS icon
558
News Corp Class B
NWS
$14.8B
$6.84K ﹤0.01%
231
+84
TYL icon
559
Tyler Technologies
TYL
$15B
$6.81K ﹤0.01%
15
+10
CCK icon
560
Crown Holdings
CCK
$11.9B
$6.8K ﹤0.01%
66
PAYC icon
561
Paycom
PAYC
$6.68B
$6.69K ﹤0.01%
+42
TTC icon
562
Toro Company
TTC
$9.31B
$6.69K ﹤0.01%
85
+16
AMT icon
563
American Tower
AMT
$86B
$6.67K ﹤0.01%
+38
ELV icon
564
Elevance Health
ELV
$64.4B
$6.67K ﹤0.01%
19
+7
ALL icon
565
Allstate
ALL
$53.5B
$6.66K ﹤0.01%
32
+24
FOX icon
566
Fox Class B
FOX
$22.1B
$6.62K ﹤0.01%
102
+13
HODL icon
567
VanEck Bitcoin Trust
HODL
$1.31B
$6.6K ﹤0.01%
267
XLP icon
568
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$6.6K ﹤0.01%
85
BALL icon
569
Ball Corp
BALL
$16.5B
$6.52K ﹤0.01%
123
+95
VLO icon
570
Valero Energy
VLO
$69B
$6.51K ﹤0.01%
40
U icon
571
Unity
U
$8.41B
$6.49K ﹤0.01%
+147
HOLX icon
572
Hologic
HOLX
$16.8B
$6.48K ﹤0.01%
87
+78
MSGS icon
573
Madison Square Garden
MSGS
$7.51B
$6.47K ﹤0.01%
+25
FCNCA icon
574
First Citizens BancShares
FCNCA
$21.1B
$6.44K ﹤0.01%
+3
KMPR icon
575
Kemper
KMPR
$1.74B
$6.41K ﹤0.01%
+158