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
526
$3.02K ﹤0.01%
+155
527
$3.01K ﹤0.01%
+34
528
$3K ﹤0.01%
+73
529
$2.99K ﹤0.01%
+335
530
$2.98K ﹤0.01%
+69
531
$2.93K ﹤0.01%
+71
532
$2.92K ﹤0.01%
+11
533
$2.92K ﹤0.01%
+40
534
$2.91K ﹤0.01%
+181
535
$2.89K ﹤0.01%
+18
536
$2.89K ﹤0.01%
+111
537
$2.87K ﹤0.01%
+25
538
$2.86K ﹤0.01%
+50
539
$2.84K ﹤0.01%
+26
540
$2.83K ﹤0.01%
+100
541
$2.81K ﹤0.01%
+80
542
$2.72K ﹤0.01%
+64
543
$2.71K ﹤0.01%
+16
544
$2.7K ﹤0.01%
+73
545
$2.68K ﹤0.01%
+91
546
$2.61K ﹤0.01%
+235
547
$2.59K ﹤0.01%
+8
548
$2.59K ﹤0.01%
+42
549
$2.54K ﹤0.01%
+31
550
$2.54K ﹤0.01%
+60
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