EWP
Elevation Wealth Partners Portfolio holdings
AUM
$279M
1-Year Est. Return
19.25%
This Fund
S&P 500
1 Year Est. Return
+19.25%
AUM
$279M
AUM Growth
-$3.25M
(-1.1%)
Holding
1,147
Top Buys
| 1 | +$935K | |
| 2 | +$412K | |
| 3 | +$393K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$278K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$237K |
Top Sells
| 1 | +$605K | |
| 2 | +$600K | |
| 3 | +$442K | |
| 4 |
KKR & Co
KKR
|
+$309K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1126
Albertsons Companies
ACI
$8.35B
| – | – |
-2,662
|
|
||
1127
Agree Realty
ADC
$9.17B
| – | – |
-165
|
|
||
1128
American International
AIG
$39.5B
| – | – |
-68
|
|
||
1129
Alnylam Pharmaceuticals
ALNY
$40.2B
| – | – |
-6
|
|
||
1130
Apellis Pharmaceuticals
APLS
$5.24B
| – | – |
-151
|
|
||
1131
ARK Innovation ETF
ARKK
$6.84B
| – | – |
-288
|
|
||
1132
Armstrong World Industries
AWI
$7.23B
| – | – |
-17
|
|
||
1133
Booking.com
BKNG
$135B
| – | – |
-75
|
|
||
1134
Avis
CAR
$6.4B
| – | – |
-7
|
|
||
1135
Constellation Energy
CEG
$108B
| – | – |
-36
|
|
||
1136
Chord Energy
CHRD
$8.28B
| – | – |
-56
|
|
||
1137
Chewy
CHWY
$10.8B
| – | – |
-130
|
|
||
1138
CNX Resources
CNX
$5.58B
| – | – |
-159
|
|
||
1139
Campbell Soup
CPB
$6.1B
| – | – |
-23
|
|
||
1140
Cytokinetics
CYTK
$7.4B
| – | – |
-65
|
|
||
|
DMCY
1141
DELISTED
Democracy International Fund
DMCY
| – | – |
-682
|
|
||
1142
Regal Rexnord
RRX
$13.6B
| – | – |
-6
|
|
||
1143
Snap
SNAP
$10.1B
| – | – |
-54
|
|
||
|
SNV
1144
DELISTED
Synovus
SNV
| – | – |
-6
|
|
||
1145
Skyworks Solutions
SWKS
$9.42B
| – | – |
-196
|
|
||
1146
W.P. Carey
WPC
$15.8B
| – | – |
-70
|
|
||
1147
Essential Utilities
WTRG
$11.2B
| – | – |
-243
|
|