EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
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
CFG icon
576
Citizens Financial Group
CFG
$21.3B
$2.98K ﹤0.01%
+56
FNDA icon
577
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
$2.97K ﹤0.01%
95
APH icon
578
Amphenol
APH
$153B
$2.97K ﹤0.01%
+24
LBTYK icon
579
Liberty Global Class C
LBTYK
$3.77B
$2.94K ﹤0.01%
+250
OKTA icon
580
Okta
OKTA
$15.4B
$2.94K ﹤0.01%
+32
EXC icon
581
Exelon
EXC
$48.3B
$2.88K ﹤0.01%
+64
CDW icon
582
CDW
CDW
$20B
$2.87K ﹤0.01%
+18
URI icon
583
United Rentals
URI
$63.1B
$2.86K ﹤0.01%
+3
ITT icon
584
ITT
ITT
$13.5B
$2.86K ﹤0.01%
+16
PSX icon
585
Phillips 66
PSX
$52.2B
$2.86K ﹤0.01%
+21
MHK icon
586
Mohawk Industries
MHK
$7.91B
$2.84K ﹤0.01%
+22
ORLY icon
587
O'Reilly Automotive
ORLY
$86.2B
$2.81K ﹤0.01%
+26
OZK icon
588
Bank OZK
OZK
$5.18B
$2.8K ﹤0.01%
+55
WWD icon
589
Woodward
WWD
$14.8B
$2.78K ﹤0.01%
+11
FOXA icon
590
Fox Class A
FOXA
$25.9B
$2.77K ﹤0.01%
+44
PRFZ icon
591
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$2.77K ﹤0.01%
61
NRG icon
592
NRG Energy
NRG
$32.6B
$2.75K ﹤0.01%
+17
BLOK icon
593
Amplify Blockchain Technology ETF
BLOK
$1.49B
$2.75K ﹤0.01%
41
LAMR icon
594
Lamar Advertising Co
LAMR
$12B
$2.69K ﹤0.01%
+22
TDG icon
595
TransDigm Group
TDG
$71.3B
$2.64K ﹤0.01%
+2
LVS icon
596
Las Vegas Sands
LVS
$33.3B
$2.64K ﹤0.01%
49
+11
TYL icon
597
Tyler Technologies
TYL
$21.9B
$2.62K ﹤0.01%
+5
BBAI icon
598
BigBear.ai
BBAI
$3.24B
$2.61K ﹤0.01%
+400
ZION icon
599
Zions Bancorporation
ZION
$7.33B
$2.6K ﹤0.01%
+46
CPAY icon
600
Corpay
CPAY
$20.2B
$2.59K ﹤0.01%
+9