EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
$49.7B
$1.2K ﹤0.01%
+5
SLB icon
727
SLB Ltd
SLB
$73.1B
$1.2K ﹤0.01%
+35
NSC icon
728
Norfolk Southern
NSC
$63.8B
$1.2K ﹤0.01%
+4
ATO icon
729
Atmos Energy
ATO
$26.9B
$1.2K ﹤0.01%
+7
SMG icon
730
ScottsMiracle-Gro
SMG
$3.64B
$1.2K ﹤0.01%
+21
BSY icon
731
Bentley Systems
BSY
$11.3B
$1.19K ﹤0.01%
+23
ENOV icon
732
Enovis
ENOV
$1.23B
$1.18K ﹤0.01%
+39
BLD icon
733
TopBuild
BLD
$13.5B
$1.17K ﹤0.01%
+3
IFF icon
734
International Flavors & Fragrances
IFF
$18.5B
$1.17K ﹤0.01%
+19
CIEN icon
735
Ciena
CIEN
$36.2B
$1.17K ﹤0.01%
+8
MTG icon
736
MGIC Investment
MTG
$5.91B
$1.16K ﹤0.01%
+41
NVST icon
737
Envista
NVST
$3.96B
$1.16K ﹤0.01%
+57
EIX icon
738
Edison International
EIX
$24B
$1.16K ﹤0.01%
+21
SNOW icon
739
Snowflake
SNOW
$73.9B
$1.13K ﹤0.01%
5
-40
DKS icon
740
Dick's Sporting Goods
DKS
$18.5B
$1.11K ﹤0.01%
+5
KD icon
741
Kyndryl
KD
$5.42B
$1.11K ﹤0.01%
37
RF icon
742
Regions Financial
RF
$24.2B
$1.11K ﹤0.01%
+42
ALT icon
743
Altimmune
ALT
$534M
$1.08K ﹤0.01%
286
ROST icon
744
Ross Stores
ROST
$60.2B
$1.07K ﹤0.01%
+7
EG icon
745
Everest Group
EG
$13.6B
$1.05K ﹤0.01%
+3
AYI icon
746
Acuity Brands
AYI
$9.57B
$1.03K ﹤0.01%
+3
MSM icon
747
MSC Industrial Direct
MSM
$4.66B
$1.01K ﹤0.01%
+11
RNG icon
748
RingCentral
RNG
$2.31B
$964 ﹤0.01%
+34
MTCH icon
749
Match Group
MTCH
$7.4B
$954 ﹤0.01%
+27
CCC
750
CCC Intelligent Solutions
CCC
$5.07B
$948 ﹤0.01%
+104