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
751
$934 ﹤0.01%
+3
752
$927 ﹤0.01%
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753
$911 ﹤0.01%
+12
754
$894 ﹤0.01%
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755
$861 ﹤0.01%
+6
756
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757
$838 ﹤0.01%
+52
758
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+14
759
$818 ﹤0.01%
77
+1
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$803 ﹤0.01%
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$797 ﹤0.01%
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$791 ﹤0.01%
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$779 ﹤0.01%
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766
$777 ﹤0.01%
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767
$776 ﹤0.01%
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768
$775 ﹤0.01%
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769
$758 ﹤0.01%
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$754 ﹤0.01%
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771
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772
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$745 ﹤0.01%
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774
$744 ﹤0.01%
+56
775
$743 ﹤0.01%
+75
29 30
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