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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
776
$362 ﹤0.01%
+9
777
$359 ﹤0.01%
+24
778
$357 ﹤0.01%
+14
779
$355 ﹤0.01%
+1,000
780
$354 ﹤0.01%
+1
781
$350 ﹤0.01%
+2
782
$345 ﹤0.01%
+300
783
$345 ﹤0.01%
+6
784
$341 ﹤0.01%
+10
785
$339 ﹤0.01%
+19
786
$336 ﹤0.01%
+1
787
$335 ﹤0.01%
+2
788
$334 ﹤0.01%
+2
789
$331 ﹤0.01%
+2
790
$331 ﹤0.01%
+1
791
$330 ﹤0.01%
+1
792
$320 ﹤0.01%
+6
793
$317 ﹤0.01%
+2
794
$316 ﹤0.01%
+2
795
$315 ﹤0.01%
+8
796
$313 ﹤0.01%
+2
797
$312 ﹤0.01%
+10
798
$312 ﹤0.01%
+3
799
$310 ﹤0.01%
+10
800
$310 ﹤0.01%
+1
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