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
CPA icon
701
Copa Holdings
CPA
$5.13B
$1.43K ﹤0.01%
+12
LULU icon
702
lululemon athletica
LULU
$19.9B
$1.42K ﹤0.01%
+8
TTD icon
703
Trade Desk
TTD
$24.4B
$1.42K ﹤0.01%
+29
DLTR icon
704
Dollar Tree
DLTR
$19.7B
$1.42K ﹤0.01%
+15
BALL icon
705
Ball Corp
BALL
$13.2B
$1.41K ﹤0.01%
+28
CNC icon
706
Centene
CNC
$17.3B
$1.39K ﹤0.01%
+39
BLCN icon
707
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$51.9M
$1.38K ﹤0.01%
50
OGS icon
708
ONE Gas
OGS
$4.92B
$1.38K ﹤0.01%
17
-100
YUM icon
709
Yum! Brands
YUM
$40.3B
$1.37K ﹤0.01%
+9
MAT icon
710
Mattel
MAT
$5.93B
$1.36K ﹤0.01%
+81
MKSI icon
711
MKS Inc
MKSI
$9.17B
$1.36K ﹤0.01%
+11
NDSN icon
712
Nordson
NDSN
$13.1B
$1.36K ﹤0.01%
+6
AVT icon
713
Avnet
AVT
$4.24B
$1.36K ﹤0.01%
+26
NUE icon
714
Nucor
NUE
$30.2B
$1.35K ﹤0.01%
+10
EXPD icon
715
Expeditors International
EXPD
$16.3B
$1.35K ﹤0.01%
+11
NYT icon
716
New York Times
NYT
$9.15B
$1.32K ﹤0.01%
+23
F icon
717
Ford
F
$47.4B
$1.29K ﹤0.01%
+108
AGO icon
718
Assured Guaranty
AGO
$3.81B
$1.27K ﹤0.01%
+15
BKR icon
719
Baker Hughes
BKR
$44.5B
$1.27K ﹤0.01%
+26
VAC icon
720
Marriott Vacations Worldwide
VAC
$2.31B
$1.26K ﹤0.01%
+19
CPB icon
721
Campbell Soup
CPB
$9.19B
$1.26K ﹤0.01%
+40
W icon
722
Wayfair
W
$10.7B
$1.25K ﹤0.01%
+14
AFL icon
723
Aflac
AFL
$57.6B
$1.25K ﹤0.01%
+11
ELAN icon
724
Elanco Animal Health
ELAN
$10.6B
$1.23K ﹤0.01%
+61
ALB icon
725
Albemarle
ALB
$10.9B
$1.22K ﹤0.01%
+15