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
351
$12.5K 0.01%
+693
352
$12.5K 0.01%
+128
353
$12.5K 0.01%
+263
354
$12.3K 0.01%
+235
355
$12.1K 0.01%
+311
356
$12.1K 0.01%
+118
357
$12.1K 0.01%
+274
358
$12K 0.01%
+383
359
$11.9K 0.01%
+250
360
$11.8K 0.01%
+237
361
$11.7K 0.01%
+231
362
$11.6K 0.01%
+31
363
$11.6K 0.01%
+70
364
$11.6K 0.01%
+197
365
$11.6K 0.01%
+142
366
$11.5K 0.01%
+419
367
$11.5K 0.01%
+37
368
$11.5K 0.01%
+1,578
369
$11.3K 0.01%
+98
370
$11.1K 0.01%
+57
371
$11.1K 0.01%
+1,072
372
$11.1K 0.01%
+40
373
$11K 0.01%
+335
374
$11K 0.01%
+53
375
$10.9K 0.01%
+29