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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
$264M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$5.55M
3
+$3.43M
4
IYW icon
iShares US Technology ETF
IYW
+$2.93M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.73M

Top Sells

1
+$14.8M
2
+$9.31M
3
+$8.35M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.45M
5
IBUY icon
Amplify Online Retail ETF
IBUY
+$4.43M

Sector Composition

1 Technology 2.37%
2 Financials 2.06%
3 Real Estate 1.04%
4 Consumer Discretionary 0.88%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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