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
401
– –
-879
402
– –
-132
403
– –
-1,000
404
– –
-9
405
– –
-17
406
– –
-5
407
– –
-930
408
– –
-4,314
409
– –
-26
410
– –
-238
411
– –
-2,184
412
– –
-2,312
413
– –
-156,649
414
– –
-60
415
– –
-26,951
416
– –
-226
417
– –
-706
418
– –
-6
419
– –
-918
420
– –
-51
421
– –
-30
422
– –
-2
423
– –
-151
424
– –
-173
425
– –
-372
15 16
17
18 19