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
$249M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.5M
3
+$11.6M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.87M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.31M

Top Sells

1
+$11.2M
2
+$6.96M
3
+$6.76M
4
IOO icon
iShares Global 100 ETF
IOO
+$5.77M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.7M

Sector Composition

1 Technology 3.04%
2 Financials 1.91%
3 Consumer Discretionary 1.02%
4 Real Estate 0.96%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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