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
801
$567 ﹤0.01%
+36
802
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+23
803
$564 ﹤0.01%
+3
804
$557 ﹤0.01%
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805
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+41
806
$530 ﹤0.01%
+1
807
$521 ﹤0.01%
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808
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809
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811
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815
$490 ﹤0.01%
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$490 ﹤0.01%
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817
$486 ﹤0.01%
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818
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819
$470 ﹤0.01%
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821
$464 ﹤0.01%
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822
$449 ﹤0.01%
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823
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824
$432 ﹤0.01%
+9
825
$425 ﹤0.01%
+5
31 32
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34 35