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EE
EWG Elevate Portfolio holdings
AUM
$320M
1-Year Est. Return
18.11%
This Fund
S&P 500
1 Year Est. Return
+18.11%
AUM
$255M
AUM Growth
+$51.3M
(+25%)
Holding
111
Top Buys
| 1 | +$12.9M | |
| 2 | +$10.5M | |
| 3 | +$6.94M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$5.87M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$5.6M |
Top Sells
| 1 | +$13.3M | |
| 2 | +$7.91M | |
| 3 | +$7.57M | |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.88M |
| 5 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
+$2.16M |
Sector Composition
| 1 | Real Estate | 5.89% |
| 2 | Financials | 4.39% |
| 3 | Consumer Discretionary | 3.87% |
| 4 | Technology | 2.09% |
| 5 | Communication Services | 1.04% |