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
301
$25.4K 0.01%
1,116
302
$24.8K 0.01%
1,057
+6
303
$24.6K 0.01%
224
304
$24.5K 0.01%
488
305
$24.5K 0.01%
507
-588
306
$23.8K 0.01%
225
307
$23.1K 0.01%
57
308
$22.8K 0.01%
544
309
$22.8K 0.01%
210
310
$22.8K 0.01%
104
311
$22.5K 0.01%
260
312
$22.2K 0.01%
212
313
$22K 0.01%
60
314
$21.4K 0.01%
600
+4
315
$20.7K 0.01%
154
+50
316
$20.5K 0.01%
255
317
$20.5K 0.01%
414
318
$20.4K 0.01%
96
319
$20.2K 0.01%
75
320
$19.4K 0.01%
682
321
$19.3K 0.01%
46
322
$19.3K 0.01%
254
+2
323
$19.1K 0.01%
36
324
$19K 0.01%
150
325
$18.5K 0.01%
335
-75
11 12
13
14 15