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
$278M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

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
ON icon
626
ON Semiconductor
ON
$23.1B
$2.22K ﹤0.01%
+45
VICI icon
627
VICI Properties
VICI
$30.4B
$2.22K ﹤0.01%
+68
JCI icon
628
Johnson Controls International
JCI
$79.7B
$2.2K ﹤0.01%
20
+10
CSGP icon
629
CoStar Group
CSGP
$18.3B
$2.19K ﹤0.01%
+26
QRVO icon
630
Qorvo
QRVO
$7.24B
$2.19K ﹤0.01%
+24
AXON icon
631
Axon Enterprise
AXON
$39.9B
$2.15K ﹤0.01%
+3
AZN icon
632
AstraZeneca
AZN
$295B
$2.15K ﹤0.01%
28
LEG icon
633
Leggett & Platt
LEG
$1.38B
$2.15K ﹤0.01%
+242
MIDD icon
634
Middleby
MIDD
$6.75B
$2.13K ﹤0.01%
+16
TERN icon
635
Terns Pharmaceuticals
TERN
$5.06B
$2.11K ﹤0.01%
281
ROK icon
636
Rockwell Automation
ROK
$40.6B
$2.1K ﹤0.01%
+6
MAA icon
637
Mid-America Apartment Communities
MAA
$14.8B
$2.1K ﹤0.01%
+15
NVCR icon
638
NovoCure
NVCR
$1.37B
$2.09K ﹤0.01%
+162
SPOT icon
639
Spotify
SPOT
$106B
$2.09K ﹤0.01%
+3
OXY icon
640
Occidental Petroleum
OXY
$57.1B
$2.08K ﹤0.01%
+44
WTW icon
641
Willis Towers Watson
WTW
$27.4B
$2.07K ﹤0.01%
+6
BBY icon
642
Best Buy
BBY
$13.1B
$2.04K ﹤0.01%
+27
AU icon
643
AngloGold Ashanti
AU
$47.9B
$2.04K ﹤0.01%
29
DECK icon
644
Deckers Outdoor
DECK
$14.3B
$2.03K ﹤0.01%
20
-58
EVR icon
645
Evercore
EVR
$10.6B
$2.02K ﹤0.01%
+6
FERG icon
646
Ferguson
FERG
$44.6B
$2.02K ﹤0.01%
+9
DXCM icon
647
DexCom
DXCM
$24.7B
$2.02K ﹤0.01%
+30
FANG icon
648
Diamondback Energy
FANG
$51.4B
$2K ﹤0.01%
+14
NVO icon
649
Novo Nordisk
NVO
$169B
$2K ﹤0.01%
+36
GTM
650
ZoomInfo Technologies
GTM
$1.78B
$2K ﹤0.01%
+183