EE

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
176
$51.1K 0.03%
+1,641
177
$50.7K 0.03%
+971
178
$50.1K 0.03%
+363
179
$50.1K 0.03%
+1,814
180
$49.7K 0.03%
+116
181
$49.3K 0.02%
+517
182
$49.1K 0.02%
+639
183
$48.9K 0.02%
+1,681
184
$48.8K 0.02%
+684
185
$48.6K 0.02%
+1,591
186
$48.3K 0.02%
+1,294
187
$48.1K 0.02%
+535
188
$48.1K 0.02%
+1,630
189
$47.7K 0.02%
+668
190
$46.1K 0.02%
+449
191
$45.4K 0.02%
+93
192
$44.8K 0.02%
+522
193
$44.5K 0.02%
+84
194
$43.6K 0.02%
+5,346
195
$42.7K 0.02%
+1,500
196
$42.1K 0.02%
+500
197
$41.6K 0.02%
+440
198
$41.4K 0.02%
+7,933
199
$41.4K 0.02%
+480
200
$40.8K 0.02%
+227
6 7
8
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