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
701
$1.43K ﹤0.01%
+12
702
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+8
703
$1.42K ﹤0.01%
+29
704
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+15
705
$1.41K ﹤0.01%
+28
706
$1.39K ﹤0.01%
+39
707
$1.38K ﹤0.01%
50
708
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17
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709
$1.37K ﹤0.01%
+9
710
$1.36K ﹤0.01%
+81
711
$1.36K ﹤0.01%
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712
$1.36K ﹤0.01%
+6
713
$1.36K ﹤0.01%
+26
714
$1.35K ﹤0.01%
+10
715
$1.35K ﹤0.01%
+11
716
$1.32K ﹤0.01%
+23
717
$1.29K ﹤0.01%
+108
718
$1.27K ﹤0.01%
+15
719
$1.27K ﹤0.01%
+26
720
$1.26K ﹤0.01%
+19
721
$1.26K ﹤0.01%
+40
722
$1.25K ﹤0.01%
+14
723
$1.25K ﹤0.01%
+11
724
$1.23K ﹤0.01%
+61
725
$1.22K ﹤0.01%
+15
27 28
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30 31