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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
801
$303 ﹤0.01%
+3
802
$301 ﹤0.01%
+41
803
$300 ﹤0.01%
+2
804
$293 ﹤0.01%
+4
805
$282 ﹤0.01%
+20
806
$281 ﹤0.01%
+4
807
$276 ﹤0.01%
+7
808
$275 ﹤0.01%
+20
809
$269 ﹤0.01%
+12
810
$262 ﹤0.01%
+3
811
$258 ﹤0.01%
+8
812
$257 ﹤0.01%
+30
813
$251 ﹤0.01%
+100
814
$250 ﹤0.01%
+2
815
$240 ﹤0.01%
+3
816
$240 ﹤0.01%
+2
817
$236 ﹤0.01%
+1
818
$228 ﹤0.01%
+1
819
$226 ﹤0.01%
+5
820
$223 ﹤0.01%
+3
821
$216 ﹤0.01%
+1
822
$210 ﹤0.01%
+2
823
$209 ﹤0.01%
+19
824
$208 ﹤0.01%
+6
825
$207 ﹤0.01%
+5
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