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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
701
$741 ﹤0.01%
+20
702
$739 ﹤0.01%
+3
703
$737 ﹤0.01%
+6
704
$724 ﹤0.01%
+11
705
$711 ﹤0.01%
+14
706
$710 ﹤0.01%
+5
707
$704 ﹤0.01%
+3
708
$701 ﹤0.01%
+8
709
$697 ﹤0.01%
+10
710
$680 ﹤0.01%
+52
711
$664 ﹤0.01%
+5
712
$655 ﹤0.01%
+2
713
$640 ﹤0.01%
+26
714
$639 ﹤0.01%
+2
715
$638 ﹤0.01%
+5
716
$630 ﹤0.01%
+1
717
$625 ﹤0.01%
+5
718
$616 ﹤0.01%
+40
719
$613 ﹤0.01%
+62
720
$613 ﹤0.01%
+55
721
$609 ﹤0.01%
+5
722
$591 ﹤0.01%
+8
723
$590 ﹤0.01%
+7
724
$587 ﹤0.01%
+2
725
$576 ﹤0.01%
+5
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