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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
151
$65.1K 0.03%
+1,877
152
$64.4K 0.03%
+460
153
$63.6K 0.03%
+5,686
154
$63.5K 0.03%
+1,488
155
$62.7K 0.03%
+1,760
156
$62.7K 0.03%
+835
157
$61.8K 0.03%
+749
158
$60.8K 0.03%
+854
159
$60.4K 0.03%
+1,096
160
$60.1K 0.03%
+443
161
$60K 0.03%
+301
162
$59.1K 0.03%
+9,210
163
$58.9K 0.03%
+5,065
164
$58.3K 0.03%
+918
165
$57.9K 0.03%
+1,692
166
$57.8K 0.03%
+1,130
167
$57.7K 0.03%
+575
168
$56.9K 0.03%
+791
169
$54.4K 0.03%
+1,318
170
$53.4K 0.03%
+494
171
$52.8K 0.03%
+2,312
172
$51.7K 0.03%
+665
173
$51.6K 0.03%
+400
174
$51.2K 0.03%
+1,220
175
$51.1K 0.03%
+209
5 6
7
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