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
276
$32.5K 0.01%
637
+8
277
$32.5K 0.01%
1,778
+39
278
$32.2K 0.01%
526
+3
279
$32.1K 0.01%
1,026
280
$32.1K 0.01%
40
281
$32K 0.01%
548
+2
282
$31.4K 0.01%
679
283
$31.4K 0.01%
423
284
$31.3K 0.01%
463
+6
285
$29.8K 0.01%
85
-13
286
$29.3K 0.01%
499
+5
287
$28.8K 0.01%
125
288
$28.6K 0.01%
894
289
$28.6K 0.01%
971
+10
290
$28.5K 0.01%
670
291
$28.1K 0.01%
378
-449
292
$27.8K 0.01%
788
-933
293
$27.6K 0.01%
366
294
$27.3K 0.01%
376
+1
295
$27.2K 0.01%
484
296
$27.2K 0.01%
53
297
$25.8K 0.01%
650
298
$25.6K 0.01%
1,311
299
$25.6K 0.01%
83
300
$25.5K 0.01%
382
10 11
12
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