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

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
TSM icon
176
TSMC
TSM
$2.04T
$92.9K 0.03%
275
ICVT icon
177
iShares Convertible Bond ETF
ICVT
$5.9B
$92.7K 0.03%
911
+2
CAT icon
178
Caterpillar
CAT
$377B
$92.5K 0.03%
131
+1
T icon
179
AT&T
T
$179B
$91.6K 0.03%
3,158
+575
OXY icon
180
Occidental Petroleum
OXY
$60.3B
$90.7K 0.03%
1,395
+986
TWLO icon
181
Twilio
TWLO
$21.3B
$89.3K 0.03%
710
+379
REET icon
182
iShares Global REIT ETF
REET
$4.72B
$88.6K 0.03%
3,523
+11
TJX icon
183
TJX Companies
TJX
$173B
$88.3K 0.03%
553
+19
ARE icon
184
Alexandria Real Estate Equities
ARE
$7.11B
$80.7K 0.03%
1,739
+394
PRF icon
185
Invesco FTSE RAFI US 1000 ETF
PRF
$9.4B
$80.5K 0.03%
1,695
BXP icon
186
Boston Properties
BXP
$9.14B
$79.5K 0.03%
1,532
+325
COIN icon
187
Coinbase
COIN
$48B
$76.5K 0.03%
438
+340
SCZ icon
188
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$75.5K 0.03%
963
ED icon
189
Consolidated Edison
ED
$40.1B
$75.3K 0.03%
665
+162
INTC icon
190
Intel
INTC
$476B
$75.2K 0.03%
1,704
+98
AVSU icon
191
Avantis Responsible US Equity ETF
AVSU
$432M
$74.8K 0.03%
1,011
+2
PWZ icon
192
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.08B
$74K 0.03%
3,101
+29
BOND icon
193
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.84B
$73.7K 0.03%
799
+11
BA icon
194
Boeing
BA
$177B
$73.7K 0.03%
370
+35
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$19.1B
$73.6K 0.03%
575
+1
DVY icon
196
iShares Select Dividend ETF
DVY
$22.5B
$72.3K 0.03%
478
+3
LOW icon
197
Lowe's Companies
LOW
$131B
$72.1K 0.03%
305
+8
BMY icon
198
Bristol-Myers Squibb
BMY
$118B
$70.2K 0.03%
1,157
+40
VTWO icon
199
Vanguard Russell 2000 ETF
VTWO
$15.3B
$70K 0.03%
699
BOTZ icon
200
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$69.9K 0.03%
2,105