EWP
Elevation Wealth Partners Portfolio holdings
AUM
$278M
1-Year Est. Return
14.54%
1 Year Est. Return
+14.54%
AUM
$278M
AUM Growth
+$24.5M
(+9.7%)
Holding
888
Top Buys
| 1 | +$999K | |
| 2 | +$731K | |
| 3 | +$691K | |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$683K |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$570K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$543K | |
| 3 | +$501K | |
| 4 |
Tesla
TSLA
|
+$471K |
| 5 |
Sterling Infrastructure
STRL
|
+$326K |
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 | |
|---|---|---|---|---|---|---|
876
Synopsys
SNPS
$83.1B
| – | – |
-53
|
|
||
877
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| – | – |
-17,097
|
|
||
878
Senseonics Holdings
SENS
$333M
| – | – |
-430
|
|
||
879
Boston Beer
SAM
$2.44B
| – | – |
-20
|
|
||
880
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$60.9M
| – | – |
-1,026
|
|
||
|
PBT
881
Permian Basin Royalty Trust
PBT
$790M
| – | – |
-100
|
|
||
882
Strategy Inc
MSTR
$83.2B
| – | – |
-4
|
|
||
883
Madrigal Pharmaceuticals
MDGL
$9.78B
| – | – |
-9
|
|
||
884
Dimensional International Value ETF
DFIV
$13.6B
| – | – |
-328
|
|
||
885
Baxter International
BAX
$11.9B
| – | – |
-193
|
|
||
886
ARK Innovation ETF
ARKK
$9B
| – | – |
-1,867
|
|
||
887
Alcon
ALC
$37.1B
| – | – |
-370
|
|
||
888
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$817M
| – | – |
0
|
|