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
$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
HAE icon
601
Haemonetics
HAE
$2.78B
$5.69K ﹤0.01%
+71
PODD icon
602
Insulet
PODD
$11.1B
$5.68K ﹤0.01%
20
+2
GPC icon
603
Genuine Parts
GPC
$14.5B
$5.66K ﹤0.01%
46
+2
HIW icon
604
Highwoods Properties
HIW
$2.75B
$5.66K ﹤0.01%
219
+124
DFGR icon
605
Dimensional Global Real Estate ETF
DFGR
$3.44B
$5.53K ﹤0.01%
209
+5
ETR icon
606
Entergy
ETR
$51.8B
$5.45K ﹤0.01%
59
+39
UHS icon
607
Universal Health Services
UHS
$9.92B
$5.45K ﹤0.01%
25
+3
MKSI icon
608
MKS Inc
MKSI
$18B
$5.43K ﹤0.01%
34
+23
MTDR icon
609
Matador Resources
MTDR
$7.6B
$5.43K ﹤0.01%
+128
NYT icon
610
New York Times
NYT
$12.7B
$5.42K ﹤0.01%
78
+55
ON icon
611
ON Semiconductor
ON
$38.9B
$5.36K ﹤0.01%
99
+54
STE icon
612
Steris
STE
$21.6B
$5.32K ﹤0.01%
21
+12
DXCM icon
613
DexCom
DXCM
$22.9B
$5.31K ﹤0.01%
80
+50
RCL icon
614
Royal Caribbean
RCL
$68.1B
$5.3K ﹤0.01%
19
+12
INGM
615
Ingram Micro Holding
INGM
$6.88B
$5.29K ﹤0.01%
+248
GSLC icon
616
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$5.28K ﹤0.01%
40
PH icon
617
Parker-Hannifin
PH
$121B
$5.27K ﹤0.01%
6
+2
BIDU icon
618
Baidu
BIDU
$41.2B
$5.23K ﹤0.01%
40
CHRD icon
619
Chord Energy
CHRD
$7.95B
$5.19K ﹤0.01%
+56
BFAM icon
620
Bright Horizons
BFAM
$4.33B
$5.17K ﹤0.01%
51
+37
BKR icon
621
Baker Hughes
BKR
$68.3B
$5.15K ﹤0.01%
113
+87
CAH icon
622
Cardinal Health
CAH
$47.7B
$5.14K ﹤0.01%
+25
VMC icon
623
Vulcan Materials
VMC
$38B
$5.13K ﹤0.01%
18
+12
IVZ icon
624
Invesco
IVZ
$11.5B
$5.12K ﹤0.01%
195
+91
HYS icon
625
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.68B
$5.12K ﹤0.01%
54