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
576
$2.98K ﹤0.01%
+56
577
$2.97K ﹤0.01%
95
578
$2.97K ﹤0.01%
+24
579
$2.94K ﹤0.01%
+250
580
$2.94K ﹤0.01%
+32
581
$2.88K ﹤0.01%
+64
582
$2.87K ﹤0.01%
+18
583
$2.86K ﹤0.01%
+3
584
$2.86K ﹤0.01%
+16
585
$2.86K ﹤0.01%
+21
586
$2.84K ﹤0.01%
+22
587
$2.81K ﹤0.01%
+26
588
$2.8K ﹤0.01%
+55
589
$2.78K ﹤0.01%
+11
590
$2.77K ﹤0.01%
+44
591
$2.77K ﹤0.01%
61
592
$2.75K ﹤0.01%
+17
593
$2.75K ﹤0.01%
41
594
$2.69K ﹤0.01%
+22
595
$2.64K ﹤0.01%
+2
596
$2.64K ﹤0.01%
49
+11
597
$2.62K ﹤0.01%
+5
598
$2.61K ﹤0.01%
+400
599
$2.6K ﹤0.01%
+46
600
$2.59K ﹤0.01%
+9
22 23
24
25 26