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
426
$7.62K ﹤0.01%
+9
427
$7.45K ﹤0.01%
+132
428
$7.44K ﹤0.01%
+252
429
$7.36K ﹤0.01%
+254
430
$7.27K ﹤0.01%
+163
431
$7.08K ﹤0.01%
+92
432
$7.06K ﹤0.01%
+91
433
$6.95K ﹤0.01%
+43
434
$6.87K ﹤0.01%
+183
435
$6.86K ﹤0.01%
+69
436
$6.72K ﹤0.01%
+100
437
$6.51K ﹤0.01%
+160
438
$6.45K ﹤0.01%
+26
439
$6.3K ﹤0.01%
+150
440
$6.29K ﹤0.01%
+250
441
$6.29K ﹤0.01%
+93
442
$6.26K ﹤0.01%
+127
443
$6.22K ﹤0.01%
+86
444
$6.1K ﹤0.01%
+73
445
$6K ﹤0.01%
+100
446
$5.94K ﹤0.01%
+134
447
$5.89K ﹤0.01%
+93
448
$5.87K ﹤0.01%
+72
449
$5.78K ﹤0.01%
+4
450
$5.75K ﹤0.01%
+229
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