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
601
$2.58K ﹤0.01%
+61
602
$2.57K ﹤0.01%
+14
603
$2.56K ﹤0.01%
+21
604
$2.5K ﹤0.01%
+214
605
$2.5K ﹤0.01%
+5
606
$2.49K ﹤0.01%
+56
607
$2.49K ﹤0.01%
+55
608
$2.49K ﹤0.01%
+24
609
$2.48K ﹤0.01%
+34
610
$2.47K ﹤0.01%
+58
611
$2.46K ﹤0.01%
+34
612
$2.43K ﹤0.01%
+7
613
$2.41K ﹤0.01%
+32
614
$2.4K ﹤0.01%
+112
615
$2.39K ﹤0.01%
+104
616
$2.31K ﹤0.01%
+23
617
$2.3K ﹤0.01%
+10
618
$2.29K ﹤0.01%
+31
619
$2.28K ﹤0.01%
+22
620
$2.27K ﹤0.01%
+7
621
$2.26K ﹤0.01%
+64
622
$2.24K ﹤0.01%
+20
623
$2.23K ﹤0.01%
+33
624
$2.23K ﹤0.01%
+9
625
$2.22K ﹤0.01%
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