EE
EWG Elevate Portfolio holdings
AUM
$325M
This Quarter Return
+7.09%
1 Year Return
+15.64%
3 Year Return
+55.26%
5 Year Return
+119.21%
10 Year Return
–
AUM
$184M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.32%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$16.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$13.1M |
| 3 |
Visa
V
|
$12.2M |
| 4 |
ARK Web x.0 ETF
ARKW
|
$10.5M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.27% |
| 2 | Consumer Staples | 5.32% |
| 3 | Communication Services | 0.91% |
| 4 | Real Estate | 0.87% |
| 5 | Healthcare | 0.77% |
