EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
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 +$543K
3 +$501K
4
TSLA icon
Tesla
TSLA
+$471K
5
STRL icon
Sterling Infrastructure
STRL
+$326K

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
SF icon
676
Stifel
SF
$11.3B
$1.7K ﹤0.01%
+15
DTE icon
677
DTE Energy
DTE
$29.5B
$1.7K ﹤0.01%
+12
DVN icon
678
Devon Energy
DVN
$20.1B
$1.68K ﹤0.01%
+48
NDAQ icon
679
Nasdaq
NDAQ
$50.8B
$1.68K ﹤0.01%
+19
CHTR icon
680
Charter Communications
CHTR
$34.6B
$1.65K ﹤0.01%
+6
LECO icon
681
Lincoln Electric
LECO
$13B
$1.65K ﹤0.01%
+7
VKTX icon
682
Viking Therapeutics
VKTX
$3.77B
$1.63K ﹤0.01%
62
CCL icon
683
Carnival Corp
CCL
$37.2B
$1.62K ﹤0.01%
+56
TKO icon
684
TKO Group
TKO
$15.5B
$1.62K ﹤0.01%
+8
EXE
685
Expand Energy Corp
EXE
$24B
$1.59K ﹤0.01%
+15
FTV icon
686
Fortive
FTV
$16.5B
$1.57K ﹤0.01%
+32
DCI icon
687
Donaldson
DCI
$9.59B
$1.56K ﹤0.01%
+19
AOS icon
688
A.O. Smith
AOS
$9.77B
$1.54K ﹤0.01%
+21
KVUE icon
689
Kenvue
KVUE
$29.3B
$1.54K ﹤0.01%
+95
SRE icon
690
Sempra
SRE
$59.6B
$1.53K ﹤0.01%
+17
SNDR icon
691
Schneider National
SNDR
$4.07B
$1.52K ﹤0.01%
+72
BFAM icon
692
Bright Horizons
BFAM
$5.72B
$1.52K ﹤0.01%
+14
TRU icon
693
TransUnion
TRU
$15.3B
$1.51K ﹤0.01%
+18
PFG icon
694
Principal Financial Group
PFG
$17.5B
$1.49K ﹤0.01%
+18
CBOE icon
695
Cboe Global Markets
CBOE
$25.1B
$1.47K ﹤0.01%
+6
KHC icon
696
Kraft Heinz
KHC
$30.2B
$1.47K ﹤0.01%
+56
MJ icon
697
Amplify Alternative Harvest ETF
MJ
$195M
$1.46K ﹤0.01%
39
DRVN icon
698
Driven Brands
DRVN
$2.61B
$1.45K ﹤0.01%
+90
CE icon
699
Celanese
CE
$4.4B
$1.43K ﹤0.01%
+34
NI icon
700
NiSource
NI
$20.4B
$1.43K ﹤0.01%
+33