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
551
$3.29K ﹤0.01%
+21
552
$3.28K ﹤0.01%
+16
553
$3.25K ﹤0.01%
+14
554
$3.23K ﹤0.01%
+24
555
$3.19K ﹤0.01%
+62
556
$3.14K ﹤0.01%
+123
557
$3.13K ﹤0.01%
+250
558
$3.12K ﹤0.01%
+26
559
$3.12K ﹤0.01%
+26
560
$3.09K ﹤0.01%
+37
561
$3.08K ﹤0.01%
+16
562
$3.08K ﹤0.01%
+12
563
$3.07K ﹤0.01%
+11
564
$3.06K ﹤0.01%
55
-745
565
$3.06K ﹤0.01%
+30
566
$3.03K ﹤0.01%
+39
567
$3.03K ﹤0.01%
+4
568
$3.02K ﹤0.01%
+121
569
$3.02K ﹤0.01%
+95
570
$3.02K ﹤0.01%
+18
571
$3.01K ﹤0.01%
+18
572
$3.01K ﹤0.01%
+15
573
$2.99K ﹤0.01%
+19
574
$2.99K ﹤0.01%
+42
575
$2.98K ﹤0.01%
+21
21 22
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