EE
EWG Elevate Portfolio holdings
AUM
$325M
1-Year Return
15.64%
This Quarter Return
+1.33%
1 Year Return
+15.64%
3 Year Return
+55.26%
5 Year Return
+119.21%
10 Year Return
–
AUM
$328M
AUM Growth
+$79.3M
(+32%)
Cap. Flow
+$80.5M
Cap. Flow
% of AUM
24.52%
Top 10 Holdings %
Top 10 Hldgs %
39.08%
Holding
162
New
49
Increased
70
Reduced
19
Closed
13
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$13.8M |
| 2 |
Vanguard Total Bond Market
BND
|
$13.7M |
| 3 |
ProShares Ultra 7-10 Year Treasury
UST
|
$11.8M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$6.32M |
| 5 |
SPDR Gold Trust
GLD
|
$5.73M |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Financials | 1.63% |
| 3 | Consumer Discretionary | 1.17% |
| 4 | Real Estate | 0.81% |
| 5 | Communication Services | 0.44% |
