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
726
$1.2K ﹤0.01%
+5
727
$1.2K ﹤0.01%
+35
728
$1.2K ﹤0.01%
+4
729
$1.2K ﹤0.01%
+7
730
$1.2K ﹤0.01%
+21
731
$1.19K ﹤0.01%
+23
732
$1.18K ﹤0.01%
+39
733
$1.17K ﹤0.01%
+3
734
$1.17K ﹤0.01%
+19
735
$1.17K ﹤0.01%
+8
736
$1.16K ﹤0.01%
+41
737
$1.16K ﹤0.01%
+57
738
$1.16K ﹤0.01%
+21
739
$1.13K ﹤0.01%
5
-40
740
$1.11K ﹤0.01%
+5
741
$1.11K ﹤0.01%
37
742
$1.11K ﹤0.01%
+42
743
$1.08K ﹤0.01%
286
744
$1.07K ﹤0.01%
+7
745
$1.05K ﹤0.01%
+3
746
$1.03K ﹤0.01%
+3
747
$1.01K ﹤0.01%
+11
748
$964 ﹤0.01%
+34
749
$954 ﹤0.01%
+27
750
$948 ﹤0.01%
+104
28 29
30
31 32