EE

EWG Elevate Portfolio holdings

AUM $320M
1-Year Est. Return 18.11%
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11M
3
+$2.96M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$2.94M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.25M

Top Sells

1
+$17.9M
2
+$9.83M
3
+$5.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.09M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.29M

Sector Composition

1 Real Estate 7.95%
2 Consumer Discretionary 3.67%
3 Financials 2.5%
4 Technology 2.32%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21.8K 0.01%
239
-7,898
277
$21.8K 0.01%
+215
278
$21.2K 0.01%
+380
279
$20.8K 0.01%
+90
280
$20.8K 0.01%
+508
281
$20.8K 0.01%
+500
282
$20.7K 0.01%
+973
283
$20.5K 0.01%
+260
284
$20.3K 0.01%
+400
285
$20.2K 0.01%
+200
286
$20.2K 0.01%
+1,196
287
$20.2K 0.01%
+400
288
$20.1K 0.01%
+306
289
$20K 0.01%
+39
290
$19.9K 0.01%
+350
291
$19.8K 0.01%
+238
292
$19.8K 0.01%
+420
293
$19.7K 0.01%
+1,744
294
$19.5K 0.01%
+59
295
$19.4K 0.01%
+300
296
$19.4K 0.01%
+140
297
$19.1K 0.01%
+578
298
$18.8K 0.01%
+225
299
$18.7K 0.01%
+77
300
$18.6K 0.01%
+552
10 11
12
13 14