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
EPAM icon
976
EPAM Systems
EPAM
$5.96B
$1.22K ﹤0.01%
9
-21
NVCR icon
977
NovoCure
NVCR
$1.38B
$1.21K ﹤0.01%
111
-106
GMED icon
978
Globus Medical
GMED
$11.9B
$1.21K ﹤0.01%
14
+10
LOAR icon
979
Loar Holdings
LOAR
$5.03B
$1.2K ﹤0.01%
+21
WAT icon
980
Waters Corp
WAT
$28.7B
$1.19K ﹤0.01%
4
+2
OC icon
981
Owens Corning
OC
$9.74B
$1.19K ﹤0.01%
+11
AES icon
982
AES
AES
$10.3B
$1.19K ﹤0.01%
84
+28
SGI
983
Somnigroup International
SGI
$15.8B
$1.18K ﹤0.01%
+16
OSK icon
984
Oshkosh
OSK
$9.23B
$1.18K ﹤0.01%
+8
NSC icon
985
Norfolk Southern
NSC
$70.1B
$1.15K ﹤0.01%
4
BWA icon
986
BorgWarner
BWA
$11.2B
$1.14K ﹤0.01%
+21
DRVN icon
987
Driven Brands
DRVN
$2.1B
$1.11K ﹤0.01%
+88
HEI icon
988
HEICO Corp
HEI
$36.4B
$1.1K ﹤0.01%
4
-20
CACI icon
989
CACI
CACI
$11.1B
$1.09K ﹤0.01%
2
EEFT icon
990
Euronet Worldwide
EEFT
$2.96B
$1.06K ﹤0.01%
+16
SJM icon
991
J.M. Smucker
SJM
$10.3B
$1.06K ﹤0.01%
+11
BLCN icon
992
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.8M
$1.05K ﹤0.01%
50
PCAR icon
993
PACCAR
PCAR
$62.1B
$1.04K ﹤0.01%
+9
PSKY
994
Paramount Skydance Corp
PSKY
$11.5B
$1.04K ﹤0.01%
+115
KKR icon
995
KKR & Co
KKR
$88.5B
$1.02K ﹤0.01%
11
-2,932
POOL icon
996
Pool Corp
POOL
$7.69B
$1.01K ﹤0.01%
+5
CRI icon
997
Carter's
CRI
$1.34B
$1K ﹤0.01%
28
EG icon
998
Everest Group
EG
$13.8B
$981 ﹤0.01%
+3
LEA icon
999
Lear
LEA
$6.27B
$969 ﹤0.01%
+8
CINF icon
1000
Cincinnati Financial
CINF
$25.4B
$945 ﹤0.01%
6
38 39
40
41 42