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
201
$70.4K 0.03%
3,018
+26
202
$68.7K 0.03%
2,105
203
$68.7K 0.03%
945
+14
204
$68.6K 0.03%
214
+20
205
$68.5K 0.03%
130
206
$67.5K 0.03%
984
+3
207
$66.5K 0.03%
700
208
$64.8K 0.03%
232
209
$62.7K 0.02%
696
+3
210
$62.5K 0.02%
232
-120
211
$62.4K 0.02%
2,157
+12
212
$62.3K 0.02%
469
+2
213
$61K 0.02%
879
-1,800
214
$60.4K 0.02%
110
215
$59K 0.02%
855
-430
216
$59K 0.02%
189
217
$58.9K 0.02%
2,290
218
$58.3K 0.02%
1,376
-706
219
$58K 0.02%
470
220
$57.2K 0.02%
1,526
+26
221
$54.7K 0.02%
2,307
+130
222
$54.4K 0.02%
280
+1
223
$52.5K 0.02%
301
224
$52.3K 0.02%
653
+4
225
$52.1K 0.02%
734
+1
7 8
9
10 11