EE
EWG Elevate Portfolio holdings
AUM
$320M
1-Year Est. Return
18.11%
1 Year Est. Return
+18.11%
AUM
$325M
AUM Growth
+$60.7M
(+23%)
Holding
157
Top Buys
| 1 | +$10.2M | |
| 2 | +$9.24M | |
| 3 | +$8.55M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$8.32M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$7.25M |
Top Sells
| 1 | +$19.9M | |
| 2 | +$10.7M | |
| 3 | +$8.32M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.63M |
| 5 |
iShares US Technology ETF
IYW
|
+$4.15M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Financials | 1.79% |
| 3 | Real Estate | 0.95% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Communication Services | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares US Technology ETF
IYW
$21.4B
| – | – |
-29,518
|
|
||
152
ROBO Global Artificial Intelligence ETF
THNQ
$302M
| – | – |
-8,292
|
|
||
153
Vanguard Financials ETF
VFH
$13.4B
| – | – |
-89,298
|
|
||
154
Vanguard Growth ETF
VUG
$204B
| – | – |
-7,042
|
|
||
155
State Street Technology Select Sector SPDR ETF
XLK
$48.1B
| – | – |
-2,523
|
|
||
156
State Street Utilities Select Sector SPDR ETF
XLU
$10.6B
| – | – |
-3,127
|
|
||
157
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
| – | – |
-11,885
|
|