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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
$282M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.54%
2 Communication Services 4.63%
3 Consumer Discretionary 2.5%
4 Financials 2.23%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DELL icon
751
Dell
DELL
$256B
$2.64K ﹤0.01%
21
PPL icon
752
PPL Corp
PPL
$27B
$2.63K ﹤0.01%
75
+52
AZN icon
753
AstraZeneca
AZN
$277B
$2.58K ﹤0.01%
28
NVST icon
754
Envista
NVST
$4B
$2.56K ﹤0.01%
118
+61
FBIN icon
755
Fortune Brands Innovations
FBIN
$5.16B
$2.55K ﹤0.01%
51
+42
KBR icon
756
KBR
KBR
$4.54B
$2.53K ﹤0.01%
63
+56
DKNG icon
757
DraftKings
DKNG
$14.4B
$2.48K ﹤0.01%
+72
AU icon
758
AngloGold Ashanti
AU
$43.6B
$2.47K ﹤0.01%
29
COLD icon
759
Americold
COLD
$4.13B
$2.47K ﹤0.01%
+192
LYB icon
760
LyondellBasell Industries
LYB
$20.8B
$2.47K ﹤0.01%
+57
SLB icon
761
SLB Ltd
SLB
$84B
$2.46K ﹤0.01%
64
+29
AMP icon
762
Ameriprise Financial
AMP
$41.3B
$2.45K ﹤0.01%
5
+1
TXT icon
763
Textron
TXT
$16.1B
$2.44K ﹤0.01%
+28
URI icon
764
United Rentals
URI
$67.3B
$2.43K ﹤0.01%
3
ALNY icon
765
Alnylam Pharmaceuticals
ALNY
$37.8B
$2.39K ﹤0.01%
+6
VNT icon
766
Vontier
VNT
$4.12B
$2.38K ﹤0.01%
+64
GEHC icon
767
GE HealthCare
GEHC
$29.6B
$2.38K ﹤0.01%
29
-20
POST icon
768
Post Holdings
POST
$4.22B
$2.38K ﹤0.01%
+24
BLOK icon
769
Amplify Blockchain Technology ETF
BLOK
$1.32B
$2.33K ﹤0.01%
41
YETI icon
770
Yeti Holdings
YETI
$3.82B
$2.3K ﹤0.01%
52
-49
PFG icon
771
Principal Financial Group
PFG
$24B
$2.29K ﹤0.01%
26
+8
QUAL icon
772
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$2.27K ﹤0.01%
11
ADT icon
773
ADT
ADT
$5.17B
$2.27K ﹤0.01%
281
+249
FLO icon
774
Flowers Foods
FLO
$1.65B
$2.23K ﹤0.01%
205
+164
JKHY icon
775
Jack Henry & Associates
JKHY
$9.11B
$2.19K ﹤0.01%
12
+7