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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
$279M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$412K
3
+$393K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$278K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$237K

Top Sells

1
+$605K
2
+$600K
3
+$442K
4
KKR icon
KKR & Co
KKR
+$309K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$296K

Sector Composition

1 Technology 7.17%
2 Communication Services 4.31%
3 Consumer Discretionary 2.1%
4 Financials 2.08%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCNO icon
701
nCino
NCNO
$1.68B
$5.17K ﹤0.01%
+345
HODL icon
702
VanEck Bitcoin Trust
HODL
$1.06B
$5.12K ﹤0.01%
267
AXON icon
703
Axon Enterprise
AXON
$35.6B
$5.1K ﹤0.01%
12
+3
TXT icon
704
Textron
TXT
$16.1B
$5.08K ﹤0.01%
58
+30
HLNE icon
705
Hamilton Lane
HLNE
$3.5B
$5.07K ﹤0.01%
+51
HYS icon
706
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.67B
$5.04K ﹤0.01%
54
LEN icon
707
Lennar Class A
LEN
$22.2B
$5.04K ﹤0.01%
+58
TKR icon
708
Timken Company
TKR
$9.52B
$5.03K ﹤0.01%
50
+31
COR icon
709
Cencora
COR
$54.8B
$5.03K ﹤0.01%
16
+6
WWD icon
710
Woodward
WWD
$23B
$5.01K ﹤0.01%
14
+3
GSLC icon
711
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$5K ﹤0.01%
40
CPT icon
712
Camden Property Trust
CPT
$11.4B
$4.98K ﹤0.01%
51
+20
DTE icon
713
DTE Energy
DTE
$30.7B
$4.97K ﹤0.01%
34
+6
KHC icon
714
Kraft Heinz
KHC
$28.9B
$4.95K ﹤0.01%
220
+137
DVN icon
715
Devon Energy
DVN
$52.3B
$4.93K ﹤0.01%
98
R icon
716
Ryder
R
$10.8B
$4.91K ﹤0.01%
24
CTAS icon
717
Cintas
CTAS
$70.5B
$4.91K ﹤0.01%
+29
ZM icon
718
Zoom
ZM
$27.5B
$4.9K ﹤0.01%
61
-59
AMP icon
719
Ameriprise Financial
AMP
$41.3B
$4.89K ﹤0.01%
11
+6
CNP icon
720
CenterPoint Energy
CNP
$28.1B
$4.88K ﹤0.01%
113
PFG icon
721
Principal Financial Group
PFG
$24B
$4.87K ﹤0.01%
54
+28
GPC icon
722
Genuine Parts
GPC
$14.3B
$4.87K ﹤0.01%
46
GPN icon
723
Global Payments
GPN
$18.5B
$4.85K ﹤0.01%
+72
PNW icon
724
Pinnacle West Capital
PNW
$12.5B
$4.84K ﹤0.01%
48
+40
KMB icon
725
Kimberly-Clark
KMB
$34B
$4.82K ﹤0.01%
50
-47
27 28
29
30 31