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
176
$98.5K 0.04%
392
+32
177
$98.5K 0.04%
1,325
-200
178
$97.9K 0.04%
1,083
-57
179
$96.5K 0.03%
2,056
+30
180
$96.3K 0.03%
325
+1
181
$94.9K 0.03%
1,131
-159
182
$92.2K 0.03%
188
+114
183
$92.1K 0.03%
2,266
+16
184
$90.6K 0.03%
1,510
185
$90.6K 0.03%
905
+2
186
$89.4K 0.03%
+318
187
$88.9K 0.03%
3,479
+19
188
$88K 0.03%
1,366
+6
189
$86.5K 0.03%
839
+314
190
$85.3K 0.03%
1,246
+367
191
$84.1K 0.03%
1,000
-1,000
192
$83.9K 0.03%
243
+54
193
$83.4K 0.03%
650
194
$81.7K 0.03%
574
+1
195
$81.5K 0.03%
834
+1
196
$81.1K 0.03%
500
197
$76.8K 0.03%
275
-100
198
$76.6K 0.03%
1,695
199
$74.6K 0.03%
2,105
200
$74K 0.03%
1,006
+22
6 7
8
9 10