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
476
$4.8K ﹤0.01%
+33
477
$4.78K ﹤0.01%
+30
478
$4.78K ﹤0.01%
+61
479
$4.64K ﹤0.01%
+255
480
$4.59K ﹤0.01%
+26
481
$4.58K ﹤0.01%
+7
482
$4.56K ﹤0.01%
+6
483
$4.49K ﹤0.01%
+215
484
$4.46K ﹤0.01%
+303
485
$4.38K ﹤0.01%
+70
486
$4.37K ﹤0.01%
+106
487
$4.36K ﹤0.01%
+107
488
$4.33K ﹤0.01%
+181
489
$4.27K ﹤0.01%
+441
490
$4.25K ﹤0.01%
+59
491
$4.23K ﹤0.01%
+174
492
$4.12K ﹤0.01%
+14
493
$4.08K ﹤0.01%
+500
494
$4.05K ﹤0.01%
+197
495
$3.98K ﹤0.01%
+24
496
$3.98K ﹤0.01%
+97
497
$3.97K ﹤0.01%
+51
498
$3.94K ﹤0.01%
+26
499
$3.94K ﹤0.01%
+37
500
$3.92K ﹤0.01%
+61
18 19
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