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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
201
$73.9K 0.03%
262
+30
202
$72.8K 0.03%
3,044
+26
203
$72.5K 0.03%
945
204
$71.5K 0.03%
147
+17
205
$71.2K 0.03%
113
+3
206
$70.9K 0.03%
700
207
$70.7K 0.03%
489
+19
208
$69K 0.02%
1,429
-500
209
$68.7K 0.02%
736
-397
210
$68.1K 0.02%
2,410
+253
211
$67.9K 0.02%
219
+5
212
$67.9K 0.02%
4,353
213
$67.1K 0.02%
472
+3
214
$66.3K 0.02%
1,692
-615
215
$64.9K 0.02%
232
216
$64.8K 0.02%
821
-105
217
$64K 0.02%
855
218
$63.5K 0.02%
294
+51
219
$62.5K 0.02%
2,290
220
$62.5K 0.02%
1,376
221
$62.5K 0.02%
698
+2
222
$62.1K 0.02%
130
+27
223
$61.5K 0.02%
628
+127
224
$60K 0.02%
2,356
-2,116
225
$58.8K 0.02%
3,111
+1,333
7 8
9
10 11