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
201
$40.1K 0.02%
+520
202
$39.8K 0.02%
+186
203
$38.9K 0.02%
+2,106
204
$36.6K 0.02%
+442
205
$36.2K 0.02%
+115
206
$36.1K 0.02%
+757
207
$35.8K 0.02%
+369
208
$35.3K 0.02%
+3,758
209
$35.2K 0.02%
+600
210
$34.2K 0.02%
+585
211
$33.5K 0.02%
+253
212
$32.9K 0.02%
+1,082
213
$32.9K 0.02%
+2,184
214
$32.7K 0.02%
+391
215
$32.4K 0.02%
+462
216
$32.3K 0.02%
+121
217
$32K 0.02%
+343
218
$31.8K 0.02%
+1,395
219
$30.4K 0.02%
+224
220
$30.2K 0.02%
+523
221
$30.1K 0.02%
+1,558
222
$29.9K 0.02%
+195
223
$29.4K 0.01%
+3,017
224
$29.4K 0.01%
+518
225
$29.1K 0.01%
+610
7 8
9
10 11