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
101
$275K 0.1%
1,644
+96
102
$274K 0.1%
4,333
-1,478
103
$261K 0.09%
2,313
+238
104
$255K 0.09%
6,200
105
$254K 0.09%
7,950
106
$245K 0.09%
2,571
+137
107
$235K 0.08%
2,270
108
$225K 0.08%
1,204
+164
109
$221K 0.08%
24,387
+128
110
$219K 0.08%
763
+3
111
$217K 0.08%
6,458
+84
112
$215K 0.08%
1,740
+31
113
$207K 0.07%
1,002
+4
114
$199K 0.07%
1,971
115
$197K 0.07%
1,403
+47
116
$197K 0.07%
424
117
$193K 0.07%
1,534
118
$189K 0.07%
8,320
+40
119
$188K 0.07%
528
120
$184K 0.07%
300
+29
121
$184K 0.07%
2,202
-68
122
$181K 0.07%
615
123
$179K 0.06%
3,469
+375
124
$176K 0.06%
1,135
+3
125
$173K 0.06%
531
3 4
5
6 7