EWP

Elevation Wealth Partners Portfolio holdings

AUM $282M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.52M
3
+$773K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$718K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$618K

Top Sells

1
+$2.46M
2
+$960K
3
+$555K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$437K
5
VTEC icon
Vanguard California Tax-Exempt Bond ETF
VTEC
+$429K

Sector Composition

1 Technology 6.1%
2 Communication Services 3.04%
3 Consumer Discretionary 2.2%
4 Financials 2.05%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.02%
+1,194
227
$52K 0.02%
238
+1
228
$51.9K 0.02%
+1,056
229
$51.9K 0.02%
237
+30
230
$51.8K 0.02%
750
231
$51.3K 0.02%
525
232
$50.9K 0.02%
243
233
$50.7K 0.02%
2,053
234
$50.3K 0.02%
1,054
+53
235
$50.3K 0.02%
1,912
+29
236
$50K 0.02%
946
-211
237
$50K 0.02%
1,167
+172
238
$49.8K 0.02%
780
+4
239
$49.2K 0.02%
138
+19
240
$47.6K 0.02%
1,621
+87
241
$47.6K 0.02%
1,551
242
$46.7K 0.02%
501
243
$46.3K 0.02%
150
244
$45.9K 0.02%
74
-21
245
$45.8K 0.02%
232
246
$45.7K 0.02%
778
+3
247
$45K 0.02%
165
248
$44.5K 0.02%
849
249
$44.3K 0.02%
535
250
$44.1K 0.02%
355
8 9
10
11 12