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
251
$42.4K 0.02%
350
252
$41.6K 0.02%
1,021
253
$41.5K 0.02%
147
254
$41.2K 0.02%
951
255
$41.2K 0.02%
800
256
$41K 0.02%
601
257
$40.6K 0.02%
140
258
$40.2K 0.02%
480
+2
259
$39.9K 0.02%
103
+1
260
$39.7K 0.02%
413
261
$39.4K 0.02%
178
262
$38.7K 0.02%
306
263
$38.4K 0.02%
644
+3
264
$37.7K 0.01%
74
265
$37.6K 0.01%
304
266
$36.3K 0.01%
384
-467
267
$36.3K 0.01%
396
-250
268
$34.2K 0.01%
544
+6
269
$34K 0.01%
457
270
$33.6K 0.01%
494
271
$33.6K 0.01%
423
+5
272
$33.6K 0.01%
667
273
$33.4K 0.01%
200
274
$33.4K 0.01%
249
+2
275
$32.7K 0.01%
370
9 10
11
12 13