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
626
$2.22K ﹤0.01%
+45
627
$2.22K ﹤0.01%
+68
628
$2.2K ﹤0.01%
20
+10
629
$2.19K ﹤0.01%
+26
630
$2.19K ﹤0.01%
+24
631
$2.15K ﹤0.01%
+3
632
$2.15K ﹤0.01%
28
633
$2.15K ﹤0.01%
+242
634
$2.13K ﹤0.01%
+16
635
$2.11K ﹤0.01%
281
636
$2.1K ﹤0.01%
+6
637
$2.1K ﹤0.01%
+15
638
$2.09K ﹤0.01%
+162
639
$2.09K ﹤0.01%
+3
640
$2.08K ﹤0.01%
+44
641
$2.07K ﹤0.01%
+6
642
$2.04K ﹤0.01%
+27
643
$2.04K ﹤0.01%
29
644
$2.03K ﹤0.01%
20
-58
645
$2.02K ﹤0.01%
+6
646
$2.02K ﹤0.01%
+9
647
$2.02K ﹤0.01%
+30
648
$2K ﹤0.01%
+14
649
$2K ﹤0.01%
+36
650
$2K ﹤0.01%
+183
24 25
26
27 28