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
351
$13.1K 0.01%
284
+2
352
$12.7K 0.01%
25
353
$12.6K 0.01%
600
354
$12.4K ﹤0.01%
90
-10
355
$12.1K ﹤0.01%
70
356
$11.9K ﹤0.01%
15
357
$11.8K ﹤0.01%
205
+3
358
$11.7K ﹤0.01%
130
359
$11.3K ﹤0.01%
819
360
$11.2K ﹤0.01%
150
-530
361
$11.1K ﹤0.01%
3
362
$11.1K ﹤0.01%
78
363
$10.8K ﹤0.01%
90
364
$10.8K ﹤0.01%
202
+114
365
$10.7K ﹤0.01%
151
366
$10.6K ﹤0.01%
70
367
$10.1K ﹤0.01%
45
368
$9.87K ﹤0.01%
135
+1
369
$9.83K ﹤0.01%
103
370
$9.58K ﹤0.01%
65
371
$9.53K ﹤0.01%
40
372
$9.04K ﹤0.01%
111
373
$8.73K ﹤0.01%
60
374
$8.41K ﹤0.01%
117
375
$8.25K ﹤0.01%
36
13 14
15
16 17