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 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
326
$15.9K 0.01%
+151
327
$15.4K 0.01%
+252
328
$15.3K 0.01%
+848
329
$15K 0.01%
+558
330
$14.6K 0.01%
+135
331
$14.5K 0.01%
+43
332
$14.4K 0.01%
+100
333
$14.3K 0.01%
+244
334
$14.1K 0.01%
+675
335
$14K 0.01%
+110
336
$13.8K 0.01%
+375
337
$13.5K 0.01%
+200
338
$13.5K 0.01%
+200
339
$13.5K 0.01%
+767
340
$13.3K 0.01%
+258
341
$13.3K 0.01%
+285
342
$13.2K 0.01%
+472
343
$13K 0.01%
+142
344
$13K 0.01%
+200
345
$12.8K 0.01%
+432
346
$12.7K 0.01%
+985
347
$12.7K 0.01%
+119
348
$12.7K 0.01%
+417
349
$12.6K 0.01%
+1,003
350
$12.6K 0.01%
+250