EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
AXON icon
626
Axon Enterprise
AXON
$42.4B
$5.11K ﹤0.01%
9
+6
ALSN icon
627
Allison Transmission
ALSN
$9.29B
$5.09K ﹤0.01%
52
-7
GWW icon
628
W.W. Grainger
GWW
$51.5B
$5.05K ﹤0.01%
5
+3
JHG icon
629
Janus Henderson
JHG
$7.19B
$5.04K ﹤0.01%
106
+50
TKO icon
630
TKO Group
TKO
$15.3B
$5.02K ﹤0.01%
24
+16
KVUE icon
631
Kenvue
KVUE
$33.1B
$4.99K ﹤0.01%
289
+194
PEN icon
632
Penumbra
PEN
$14.1B
$4.97K ﹤0.01%
+16
CLH icon
633
Clean Harbors
CLH
$13.9B
$4.92K ﹤0.01%
21
+7
MCK icon
634
McKesson
MCK
$104B
$4.92K ﹤0.01%
+6
NWSA icon
635
News Corp Class A
NWSA
$14.6B
$4.91K ﹤0.01%
+188
SO icon
636
Southern Company
SO
$97.8B
$4.88K ﹤0.01%
56
+14
VRT icon
637
Vertiv
VRT
$74.9B
$4.86K ﹤0.01%
30
+26
ES icon
638
Eversource Energy
ES
$26.4B
$4.85K ﹤0.01%
72
+30
STZ icon
639
Constellation Brands
STZ
$26.8B
$4.83K ﹤0.01%
35
+9
CPA icon
640
Copa Holdings
CPA
$5.55B
$4.83K ﹤0.01%
40
+28
CRL icon
641
Charles River Laboratories
CRL
$10.5B
$4.79K ﹤0.01%
24
+3
UAL icon
642
United Airlines
UAL
$33.7B
$4.7K ﹤0.01%
42
+4
WST icon
643
West Pharmaceutical
WST
$16.8B
$4.68K ﹤0.01%
17
+3
NRG icon
644
NRG Energy
NRG
$29.9B
$4.62K ﹤0.01%
29
+12
R icon
645
Ryder
R
$7.73B
$4.59K ﹤0.01%
+24
EXC icon
646
Exelon
EXC
$45.4B
$4.58K ﹤0.01%
105
+41
EFX icon
647
Equifax
EFX
$25.1B
$4.56K ﹤0.01%
21
+9
AVY icon
648
Avery Dennison
AVY
$14.3B
$4.55K ﹤0.01%
25
-475
RYAN icon
649
Ryan Specialty Holdings
RYAN
$6.17B
$4.54K ﹤0.01%
+88
WPC icon
650
W.P. Carey
WPC
$15B
$4.51K ﹤0.01%
+70