We are live on ! Find out more
EE

EWG Elevate Portfolio holdings

AUM $320M
1-Year Est. Return 18.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.86M
3
+$6.81M
4
AIA icon
iShares Asia 50 ETF
AIA
+$5.38M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.16M

Top Sells

1
+$19.1M
2
+$15.2M
3
+$11M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.78M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$2.94M

Sector Composition

1 Real Estate 7.04%
2 Consumer Discretionary 3.53%
3 Technology 2.01%
4 Financials 1.59%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-14
377
– –
-8
378
– –
-10
379
– –
-69
380
– –
-3
381
– –
-13
382
– –
-767
383
– –
-600
384
– –
-1,500
385
– –
-18
386
– –
-16
387
– –
-5
388
– –
-9
389
– –
-8
390
– –
-50
391
– –
-500
392
– –
-13,719
393
– –
-119
394
– –
-4
395
– –
-6
396
– –
-12
397
– –
-3
398
– –
-7
399
– –
-4
400
– –
-400
14 15
16
17 18