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
826
$417 ﹤0.01%
+54
827
$415 ﹤0.01%
+3
828
$412 ﹤0.01%
+16
829
$405 ﹤0.01%
+1
830
$401 ﹤0.01%
+3
831
$384 ﹤0.01%
+4
832
$381 ﹤0.01%
+5
833
$373 ﹤0.01%
+4
834
$373 ﹤0.01%
+10
835
$344 ﹤0.01%
+3
836
$337 ﹤0.01%
3
837
$332 ﹤0.01%
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838
$312 ﹤0.01%
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839
$308 ﹤0.01%
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840
$307 ﹤0.01%
+4
841
$298 ﹤0.01%
+7
842
$297 ﹤0.01%
+12
843
$295 ﹤0.01%
+61
844
$290 ﹤0.01%
5
845
$279 ﹤0.01%
+32
846
$268 ﹤0.01%
+2
847
$261 ﹤0.01%
+1
848
$258 ﹤0.01%
+2
849
$255 ﹤0.01%
+3
850
$240 ﹤0.01%
+3
32 33
34
35 36