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
651
$1.98K ﹤0.01%
+73
652
$1.98K ﹤0.01%
+10
653
$1.98K ﹤0.01%
+9
654
$1.97K ﹤0.01%
+4
655
$1.91K ﹤0.01%
+2
656
$1.9K ﹤0.01%
+11
657
$1.88K ﹤0.01%
17
+10
658
$1.87K ﹤0.01%
+24
659
$1.86K ﹤0.01%
+20
660
$1.85K ﹤0.01%
+6
661
$1.84K ﹤0.01%
+2
662
$1.83K ﹤0.01%
+40
663
$1.82K ﹤0.01%
+48
664
$1.81K ﹤0.01%
+12
665
$1.8K ﹤0.01%
18
+6
666
$1.77K ﹤0.01%
+12
667
$1.76K ﹤0.01%
+117
668
$1.76K ﹤0.01%
+8
669
$1.75K ﹤0.01%
+45
670
$1.73K ﹤0.01%
+157
671
$1.73K ﹤0.01%
+4
672
$1.72K ﹤0.01%
+8
673
$1.71K ﹤0.01%
+16
674
$1.7K ﹤0.01%
+3
675
$1.7K ﹤0.01%
+8
25 26
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