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
776
$725 ﹤0.01%
+37
777
$709 ﹤0.01%
6
778
$701 ﹤0.01%
+7
779
$698 ﹤0.01%
+5
780
$696 ﹤0.01%
+7
781
$689 ﹤0.01%
+3
782
$682 ﹤0.01%
+38
783
$680 ﹤0.01%
+7
784
$678 ﹤0.01%
+12
785
$669 ﹤0.01%
+15
786
$667 ﹤0.01%
28
-1
787
$663 ﹤0.01%
+5
788
$661 ﹤0.01%
+1
789
$657 ﹤0.01%
+8
790
$649 ﹤0.01%
+5
791
$643 ﹤0.01%
+10
792
$639 ﹤0.01%
+4
793
$632 ﹤0.01%
+2
794
$610 ﹤0.01%
+3
795
$608 ﹤0.01%
+9
796
$604 ﹤0.01%
+4
797
$600 ﹤0.01%
+2
798
$590 ﹤0.01%
+5
799
$576 ﹤0.01%
+2
800
$575 ﹤0.01%
12
30 31
32
33 34