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 +$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
GPK icon
776
Graphic Packaging
GPK
$2.88B
$725 ﹤0.01%
+37
PDP icon
777
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$709 ﹤0.01%
6
TWLO icon
778
Twilio
TWLO
$18.9B
$701 ﹤0.01%
+7
STLD icon
779
Steel Dynamics
STLD
$24.7B
$698 ﹤0.01%
+5
SAIC icon
780
Saic
SAIC
$4.15B
$696 ﹤0.01%
+7
RSG icon
781
Republic Services
RSG
$69.3B
$689 ﹤0.01%
+3
M icon
782
Macy's
M
$4.53B
$682 ﹤0.01%
+38
CHDN icon
783
Churchill Downs
CHDN
$6.02B
$680 ﹤0.01%
+7
OMF icon
784
OneMain Financial
OMF
$6.1B
$678 ﹤0.01%
+12
FITB
785
Fifth Third Bancorp
FITB
$39.1B
$669 ﹤0.01%
+15
LCID icon
786
Lucid Motors
LCID
$3.24B
$667 ﹤0.01%
28
-1
WTFC icon
787
Wintrust Financial
WTFC
$8.76B
$663 ﹤0.01%
+5
UI icon
788
Ubiquiti
UI
$46B
$661 ﹤0.01%
+1
K
789
DELISTED
Kellanova
K
$657 ﹤0.01%
+8
OSK icon
790
Oshkosh
OSK
$9.2B
$649 ﹤0.01%
+5
FAF icon
791
First American
FAF
$6.69B
$643 ﹤0.01%
+10
TEAM icon
792
Atlassian
TEAM
$19.8B
$639 ﹤0.01%
+4
LAD icon
793
Lithia Motors
LAD
$5.95B
$632 ﹤0.01%
+2
PTC icon
794
PTC
PTC
$18.6B
$610 ﹤0.01%
+3
HOLX icon
795
Hologic
HOLX
$16.8B
$608 ﹤0.01%
+9
VRT icon
796
Vertiv
VRT
$99B
$604 ﹤0.01%
+4
WAT icon
797
Waters Corp
WAT
$28.1B
$600 ﹤0.01%
+2
RPM icon
798
RPM International
RPM
$12.8B
$590 ﹤0.01%
+5
HII icon
799
Huntington Ingalls Industries
HII
$16.3B
$576 ﹤0.01%
+2
RKLB icon
800
Rocket Lab Corp
RKLB
$38.8B
$575 ﹤0.01%
12