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
676
$1.7K ﹤0.01%
+23
677
$1.7K ﹤0.01%
+12
678
$1.68K ﹤0.01%
+48
679
$1.68K ﹤0.01%
+19
680
$1.65K ﹤0.01%
+6
681
$1.65K ﹤0.01%
+7
682
$1.63K ﹤0.01%
62
683
$1.62K ﹤0.01%
+56
684
$1.62K ﹤0.01%
+8
685
$1.59K ﹤0.01%
+15
686
$1.57K ﹤0.01%
+32
687
$1.56K ﹤0.01%
+19
688
$1.54K ﹤0.01%
+21
689
$1.54K ﹤0.01%
+95
690
$1.53K ﹤0.01%
+17
691
$1.52K ﹤0.01%
+72
692
$1.52K ﹤0.01%
+14
693
$1.51K ﹤0.01%
+18
694
$1.49K ﹤0.01%
+18
695
$1.47K ﹤0.01%
+6
696
$1.47K ﹤0.01%
+56
697
$1.46K ﹤0.01%
39
698
$1.45K ﹤0.01%
+90
699
$1.43K ﹤0.01%
+34
700
$1.43K ﹤0.01%
+33
26 27
28
29 30