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
TPL icon
751
Texas Pacific Land
TPL
$24.5B
$934 ﹤0.01%
+3
CHRW icon
752
C.H. Robinson
CHRW
$21.8B
$927 ﹤0.01%
+7
HAS icon
753
Hasbro
HAS
$12.6B
$911 ﹤0.01%
+12
SW
754
Smurfit Westrock
SW
$22.1B
$894 ﹤0.01%
+21
RRX icon
755
Regal Rexnord
RRX
$10.4B
$861 ﹤0.01%
+6
PPL icon
756
PPL Corp
PPL
$27.1B
$855 ﹤0.01%
+23
FNB icon
757
FNB Corp
FNB
$6.16B
$838 ﹤0.01%
+52
ROL icon
758
Rollins
ROL
$30.2B
$823 ﹤0.01%
+14
OGN icon
759
Organon & Co
OGN
$2.31B
$818 ﹤0.01%
77
+1
DOW icon
760
Dow Inc
DOW
$19.7B
$803 ﹤0.01%
+35
WEN icon
761
Wendy's
WEN
$1.51B
$797 ﹤0.01%
+87
CRI icon
762
Carter's
CRI
$1.2B
$791 ﹤0.01%
+28
KNX icon
763
Knight Transportation
KNX
$9.02B
$791 ﹤0.01%
+20
BEN icon
764
Franklin Resources
BEN
$13.4B
$787 ﹤0.01%
+34
HLT icon
765
Hilton Worldwide
HLT
$68.9B
$779 ﹤0.01%
+3
APA icon
766
APA Corp
APA
$9.22B
$777 ﹤0.01%
+32
VMI icon
767
Valmont Industries
VMI
$8.77B
$776 ﹤0.01%
+2
MRNA icon
768
Moderna
MRNA
$17.7B
$775 ﹤0.01%
+30
HSY icon
769
Hershey
HSY
$38.9B
$758 ﹤0.01%
+4
AAL icon
770
American Airlines Group
AAL
$8.87B
$754 ﹤0.01%
+67
HST icon
771
Host Hotels & Resorts
HST
$12.7B
$749 ﹤0.01%
+44
GLOB icon
772
Globant
GLOB
$3.07B
$746 ﹤0.01%
+13
JKHY icon
773
Jack Henry & Associates
JKHY
$13B
$745 ﹤0.01%
+5
AES icon
774
AES
AES
$10.8B
$744 ﹤0.01%
+56
VTRS icon
775
Viatris
VTRS
$14.9B
$743 ﹤0.01%
+75