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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
$279M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$412K
3
+$393K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$278K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$237K

Top Sells

1
+$605K
2
+$600K
3
+$442K
4
KKR icon
KKR & Co
KKR
+$309K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$296K

Sector Composition

1 Technology 7.17%
2 Communication Services 4.31%
3 Consumer Discretionary 2.1%
4 Financials 2.08%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPM icon
776
RPM International
RPM
$13.7B
$3.88K ﹤0.01%
39
+1
LNT icon
777
Alliant Energy
LNT
$18.9B
$3.88K ﹤0.01%
+54
IDA icon
778
Idacorp
IDA
$7.92B
$3.86K ﹤0.01%
+27
AXS icon
779
AXIS Capital
AXS
$7.48B
$3.85K ﹤0.01%
38
+29
EPR icon
780
EPR Properties
EPR
$4.58B
$3.85K ﹤0.01%
77
-13
CBSH icon
781
Commerce Bancshares
CBSH
$8.14B
$3.84K ﹤0.01%
78
+62
EXLS icon
782
EXL Service
EXLS
$4.41B
$3.84K ﹤0.01%
+126
THG icon
783
Hanover Insurance
THG
$6.92B
$3.81K ﹤0.01%
22
+5
VMC icon
784
Vulcan Materials
VMC
$37.2B
$3.81K ﹤0.01%
14
-4
ZION icon
785
Zions Bancorporation
ZION
$9.89B
$3.8K ﹤0.01%
+66
TPL icon
786
Texas Pacific Land
TPL
$26.1B
$3.8K ﹤0.01%
8
+2
BHF icon
787
Brighthouse Financial
BHF
$3.62B
$3.77K ﹤0.01%
63
-115
ETSY icon
788
Etsy
ETSY
$6.59B
$3.7K ﹤0.01%
74
+13
EME icon
789
Emcor
EME
$36.6B
$3.69K ﹤0.01%
+5
COKE icon
790
Coca-Cola Consolidated
COKE
$12.5B
$3.64K ﹤0.01%
+19
WSO icon
791
Watsco Inc
WSO
$15.7B
$3.64K ﹤0.01%
+10
ENTG icon
792
Entegris
ENTG
$22.9B
$3.63K ﹤0.01%
31
+12
MDU icon
793
MDU Resources
MDU
$4.41B
$3.63K ﹤0.01%
175
+138
DECK icon
794
Deckers Outdoor
DECK
$15.8B
$3.6K ﹤0.01%
36
ALGN icon
795
Align Technology
ALGN
$12.5B
$3.6K ﹤0.01%
21
+7
ALB icon
796
Albemarle
ALB
$20.1B
$3.59K ﹤0.01%
20
+5
FR icon
797
First Industrial Realty Trust
FR
$8.43B
$3.59K ﹤0.01%
62
PODD icon
798
Insulet
PODD
$10.4B
$3.57K ﹤0.01%
17
-3
MAA icon
799
Mid-America Apartment Communities
MAA
$16.2B
$3.54K ﹤0.01%
29
+26
ORI icon
800
Old Republic International
ORI
$9.39B
$3.51K ﹤0.01%
88
+61
30 31
32
33 34