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
576
$2.04K ﹤0.01%
+35
577
$2.04K ﹤0.01%
+6
578
$2.03K ﹤0.01%
+28
579
$2.02K ﹤0.01%
+1
580
$1.98K ﹤0.01%
+24
581
$1.95K ﹤0.01%
+61
582
$1.94K ﹤0.01%
+5
583
$1.92K ﹤0.01%
+110
584
$1.9K ﹤0.01%
+200
585
$1.89K ﹤0.01%
+67
586
$1.89K ﹤0.01%
+14
587
$1.88K ﹤0.01%
+17
588
$1.85K ﹤0.01%
+1,100
589
$1.83K ﹤0.01%
+10
590
$1.8K ﹤0.01%
+7
591
$1.78K ﹤0.01%
+234
592
$1.77K ﹤0.01%
+19
593
$1.76K ﹤0.01%
+200
594
$1.76K ﹤0.01%
+55
595
$1.76K ﹤0.01%
+39
596
$1.75K ﹤0.01%
+30
597
$1.69K ﹤0.01%
+60
598
$1.69K ﹤0.01%
+30
599
$1.68K ﹤0.01%
+22
600
$1.68K ﹤0.01%
+70
22 23
24
25 26