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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
$279M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$412K
3
+$393K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$278K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$237K

Top Sells

1
+$605K
2
+$600K
3
+$442K
4
KKR icon
KKR & Co
KKR
+$309K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$296K

Sector Composition

1 Technology 7.17%
2 Communication Services 4.31%
3 Consumer Discretionary 2.1%
4 Financials 2.08%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFGC icon
951
Performance Food Group
PFGC
$16.3B
$1.54K ﹤0.01%
18
FITB
952
Fifth Third Bancorp
FITB
$49.6B
$1.53K ﹤0.01%
+33
DAR icon
953
Darling Ingredients
DAR
$9.06B
$1.49K ﹤0.01%
24
+10
TER icon
954
Teradyne
TER
$63.1B
$1.48K ﹤0.01%
+5
FND icon
955
Floor & Decor
FND
$5.77B
$1.47K ﹤0.01%
29
+10
MDB icon
956
MongoDB
MDB
$27.6B
$1.47K ﹤0.01%
+6
WY icon
957
Weyerhaeuser
WY
$17.9B
$1.47K ﹤0.01%
+60
OGS icon
958
ONE Gas
OGS
$4.88B
$1.47K ﹤0.01%
17
WRB icon
959
W.R. Berkley
WRB
$25.4B
$1.46K ﹤0.01%
22
+18
APG icon
960
APi Group
APG
$18.3B
$1.46K ﹤0.01%
+36
HE icon
961
Hawaiian Electric Industries
HE
$2.31B
$1.46K ﹤0.01%
98
+59
ASH icon
962
Ashland
ASH
$2.98B
$1.45K ﹤0.01%
+26
ACM icon
963
Aecom
ACM
$9.01B
$1.44K ﹤0.01%
17
-169
SLG icon
964
SL Green Realty
SLG
$3.64B
$1.44K ﹤0.01%
+39
BBAI icon
965
BigBear.ai
BBAI
$1.93B
$1.41K ﹤0.01%
400
REXR icon
966
Rexford Industrial Realty
REXR
$7.92B
$1.41K ﹤0.01%
+43
CRH icon
967
CRH
CRH
$71.1B
$1.37K ﹤0.01%
+13
AMKR icon
968
Amkor Technology
AMKR
$20.5B
$1.35K ﹤0.01%
+30
BAH icon
969
Booz Allen Hamilton
BAH
$9.28B
$1.33K ﹤0.01%
17
-99
LUV icon
970
Southwest Airlines
LUV
$22.2B
$1.32K ﹤0.01%
35
+20
RJF icon
971
Raymond James Financial
RJF
$30.1B
$1.3K ﹤0.01%
9
+1
AVAV icon
972
AeroVironment
AVAV
$8.63B
$1.28K ﹤0.01%
+7
FLO icon
973
Flowers Foods
FLO
$1.65B
$1.26K ﹤0.01%
154
-51
IP icon
974
International Paper
IP
$19.1B
$1.25K ﹤0.01%
35
+23
MKC icon
975
McCormick & Company Non-Voting
MKC
$13.2B
$1.23K ﹤0.01%
+24
37 38
39
40 41