We are live on ! Find out more
EE

EWG Elevate Portfolio holdings

AUM $320M
1-Year Est. Return 18.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.86M
3
+$6.81M
4
AIA icon
iShares Asia 50 ETF
AIA
+$5.38M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.16M

Top Sells

1
+$19.1M
2
+$15.2M
3
+$11M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.78M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$2.94M

Sector Composition

1 Real Estate 7.04%
2 Consumer Discretionary 3.53%
3 Technology 2.01%
4 Financials 1.59%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-1,130
727
– –
-235
728
– –
-35
729
– –
-14
730
– –
-7
731
– –
-110
732
– –
-1,490
733
– –
-18
734
– –
-118
735
– –
-303
736
– –
-1,329
737
– –
-24
738
– –
-39
739
– –
-14
740
– –
-8
741
– –
-105
742
– –
-53
743
– –
-38
744
– –
-665
745
– –
-1
746
– –
-1,228
747
– –
-1,243
748
– –
-300
749
– –
-147
750
– –
-13
28 29
30
31 32