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
WDAY icon
726
Workday
WDAY
$62.5B
$1.2K ﹤0.01%
+5
SLB icon
727
SLB Limited
SLB
$48.7B
$1.2K ﹤0.01%
+35
NSC icon
728
Norfolk Southern
NSC
$65B
$1.2K ﹤0.01%
+4
ATO icon
729
Atmos Energy
ATO
$28.3B
$1.2K ﹤0.01%
+7
SMG icon
730
ScottsMiracle-Gro
SMG
$3.14B
$1.2K ﹤0.01%
+21
BSY icon
731
Bentley Systems
BSY
$15.6B
$1.19K ﹤0.01%
+23
ENOV icon
732
Enovis
ENOV
$1.8B
$1.18K ﹤0.01%
+39
BLD icon
733
TopBuild
BLD
$12.2B
$1.17K ﹤0.01%
+3
IFF icon
734
International Flavors & Fragrances
IFF
$16.3B
$1.17K ﹤0.01%
+19
CIEN icon
735
Ciena
CIEN
$24.1B
$1.17K ﹤0.01%
+8
MTG icon
736
MGIC Investment
MTG
$6.21B
$1.16K ﹤0.01%
+41
NVST icon
737
Envista
NVST
$3.32B
$1.16K ﹤0.01%
+57
EIX icon
738
Edison International
EIX
$21.8B
$1.16K ﹤0.01%
+21
SNOW icon
739
Snowflake
SNOW
$81.6B
$1.13K ﹤0.01%
5
-40
DKS icon
740
Dick's Sporting Goods
DKS
$20.5B
$1.11K ﹤0.01%
+5
KD icon
741
Kyndryl
KD
$6.38B
$1.11K ﹤0.01%
37
RF icon
742
Regions Financial
RF
$21B
$1.11K ﹤0.01%
+42
ALT icon
743
Altimmune
ALT
$338M
$1.08K ﹤0.01%
286
ROST icon
744
Ross Stores
ROST
$50.8B
$1.07K ﹤0.01%
+7
EG icon
745
Everest Group
EG
$14.6B
$1.05K ﹤0.01%
+3
AYI icon
746
Acuity Brands
AYI
$10.9B
$1.03K ﹤0.01%
+3
MSM icon
747
MSC Industrial Direct
MSM
$4.78B
$1.01K ﹤0.01%
+11
RNG icon
748
RingCentral
RNG
$2.42B
$964 ﹤0.01%
+34
MTCH icon
749
Match Group
MTCH
$7.8B
$954 ﹤0.01%
+27
CCCS icon
750
CCC Intelligent Solutions
CCCS
$5.73B
$948 ﹤0.01%
+104