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EWG Elevate Inc.

Q3 2025 · Filed 2025-10-07
Market Value
$320M
-1.4%
Holdings
169
+14
New Purchases
28
Added To
47
Closed
51
Reduced
32
Top 10 Concentration
35.5%
Turnover
46.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARKW 3.51% 0.00% +3.51% $11M
MGOV 1.71% 0.00% +1.71% $5M
IVW 1.75% 0.12% +1.64% $6M
ARKK 1.99% 0.36% +1.63% $6M
DYNF 1.92% 0.45% +1.48% $6M
XBI 1.46% 0.00% +1.46% $5M
XLK 1.43% 0.00% +1.43% $5M
SPYG 1.47% 0.10% +1.37% $5M
NLR 1.29% 0.00% +1.29% $4M
VTWV 1.25% 0.00% +1.25% $4M
XMHQ 1.23% 0.00% +1.23% $4M
FIIG 1.10% 0.00% +1.10% $4M
BND 1.10% 0.16% +0.93% $4M
SPY 2.93% 2.32% +0.61% $9M
TDIV 0.60% 0.00% +0.60% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XAR 0.00% 2.85% -2.85% $0
ARKQ 0.00% 1.36% -1.36% $0
SCHF 5.28% 6.44% -1.17% $17M
IWY 1.40% 2.57% -1.16% $4M
IGRO 0.00% 1.15% -1.15% $0
RPV 0.00% 1.14% -1.14% $0
SPHQ 0.00% 1.13% -1.13% $0
CGW 0.08% 1.17% -1.09% $244K
LMBS 2.14% 3.09% -0.95% $7M
SDVY 0.00% 0.94% -0.94% $0
FTSM 0.40% 1.34% -0.94% $1M
QUAL 0.00% 0.90% -0.90% $0
USVM 0.00% 0.82% -0.82% $0
IAU 0.00% 0.78% -0.78% $0
IYR 0.15% 0.92% -0.77% $476K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $37M 11.6%
Large Cap 64 $120M 37.5%
Mid Cap 35 $61M 18.9%
Small Cap 31 $91M 28.6%
Micro Cap 12 $11M 3.4%

Portfolio Analytics

Avg Market Cap
$261.1B
Median Market Cap
$13.3B
Avg P/E
44.4
Median P/E
27.7
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
39
# ETFs / Funds
130

Top Holdings (169 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BALI 7.30% 735,843 $23M $31.74 $1M +3,984 +0.5%
2 SCHF 5.28% 724,931 $17M $23.28 -$4M -221,210 -23.4%
3 IXG 3.82% 104,843 $12M $116.67 $1M +3,539 +3.5%
4 ARKW 3.51% 64,319 $11M $174.61 +64,319 NEW
5 SCHV 3.20% 352,010 $10M $29.11 $533K +946 +0.3%
6 SCHG 3.06% 307,095 $10M $31.91 $375K -15,550 -4.8%
7 SPY 2.93% 14,067 $9M $666.19 $2M +1,862 +15.3%
8 EFA 2.24% 76,658 $7M $93.37 $531K +2,532 +3.4%
9 LMBS 2.14% 137,579 $7M $49.79 -$3M -66,123 -32.5%
10 EWP 2.04% 131,955 $7M $49.50 -$465K -26,964 -17.0%
11 FDL 2.02% 149,216 $6M $43.41 $294K +1,522 +1.0%
12 ARKK 1.99% 73,695 $6M $86.30 $5M +57,264 +348.5%
13 XLP 1.98% 80,895 $6M $78.37 -$910K -8,640 -9.7%
14 FTGS 1.93% 172,245 $6M $35.91 $145K -4,414 -2.5%
15 EEM 1.93% 115,508 $6M $53.40 $509K -1,800 -1.5%
16 DYNF 1.92% 103,961 $6M $59.20 $5M +77,229 +288.9%
17 IVW 1.75% 46,501 $6M $120.72 $5M +43,087 +1262.1%
18 MGOV 1.71% 267,132 $5M $20.47 +267,132 NEW
19 RDVY 1.61% 76,765 $5M $67.26 -$876K -19,499 -20.3%
20 JEPI 1.55% 86,768 $5M $57.10 $188K +2,926 +3.5%
21 AIA 1.54% 52,163 $5M $94.60 $1M +4,663 +9.8%
22 SPYG 1.47% 44,969 $5M $104.51 $4M +41,661 +1259.4%
23 XBI 1.46% 46,503 $5M $100.20 +46,503 NEW
24 IYZ 1.44% 142,963 $5M $32.26 $2M +39,976 +38.8%
25 XLK 1.43% 16,226 $5M $281.86 +16,226 NEW
26 TOTL 1.41% 111,513 $5M $40.57 $421K +9,206 +9.0%
27 IWY 1.40% 16,372 $4M $273.64 -$4M -17,395 -51.5%
28 NLR 1.29% 30,450 $4M $135.65 +30,450 NEW
29 IDV 1.26% 109,952 $4M $36.55 $2M +38,123 +53.1%
30 VTWV 1.25% 25,620 $4M $155.87 +25,620 NEW
31 FRDM 1.24% 89,400 $4M $44.31 $183K -4,118 -4.4%
32 XMHQ 1.23% 37,551 $4M $104.96 +37,551 NEW
33 QQQ 1.22% 6,518 $4M $600.38 $429K +202 +3.2%
34 FIIG 1.10% 165,214 $4M $21.23 +165,214 NEW
35 BND 1.10% 47,131 $4M $74.37 $3M +40,013 +562.1%
36 AAPL 1.07% 13,443 $3M $254.64 $760K +464 +3.6%
37 IVV 1.07% 5,109 $3M $669.30 $2M +2,432 +90.8%
38 ARCC 1.03% 161,482 $3M $20.41 -$202K +2,177 +1.4%
39 BOND 1.03% 35,283 $3M $93.35 $219K +1,926 +5.8%
40 XLF 0.89% 52,699 $3M $53.87 -$1M -28,142 -34.8%
41 MSFT 0.88% 5,421 $3M $517.95 -$257K -741 -12.0%
42 FSIG 0.84% 139,204 $3M $19.21 -$1M -65,883 -32.1%
43 GLD 0.83% 7,479 $3M $355.47 -$2M -7,021 -48.4%
44 SCHA 0.82% 93,616 $3M $27.90 $562K +12,585 +15.5%
45 AFMC 0.80% 74,125 $3M $34.31 -$2M -64,333 -46.5%
46 HYLS 0.79% 59,779 $3M $42.05 $120K +2,519 +4.4%
47 FMHI 0.74% 49,639 $2M $47.51 $210K +3,638 +7.9%
48 IYF 0.66% 16,556 $2M $126.64 $153K +490 +3.0%
49 NVDA 0.65% 11,125 $2M $186.57 $1M +5,102 +84.7%
50 FEMB 0.61% 66,694 $2M $29.34 $85K +1,868 +2.9%
51 IDU 0.60% 17,383 $2M $110.90 $170K +572 +3.4%
52 TDIV 0.60% 19,459 $2M $98.59 +19,459 NEW
53 MGK 0.57% 4,526 $2M $402.42 +4,526 NEW
54 UCON 0.57% 71,910 $2M $25.19 $172K +6,031 +9.2%
55 GLPI 0.57% 38,850 $2M $46.61 $58K +1,302 +3.5%
56 IYW 0.53% 8,669 $2M $195.87 +8,669 NEW
57 AMZN 0.49% 7,116 $2M $219.58 $18K +76 +1.1%
58 GARP 0.48% 23,426 $2M $65.64 $74K -822 -3.4%
59 ITA 0.48% 7,327 $2M $209.27 +7,327 NEW
60 FTSM 0.40% 21,280 $1M $59.91 -$3M -51,348 -70.7%
61 AGG 0.39% 12,427 $1M $100.25 $381K +3,709 +42.5%
62 IOO 0.35% 9,278 $1M $120.01 +9,278 NEW
63 EWO 0.35% 35,905 $1M $30.99 +35,905 NEW
64 TSLA 0.34% 2,463 $1M $444.73 $284K -92 -3.6%
65 SCHM 0.29% 31,004 $919K $29.64 $39K -378 -1.2%
66 ABBV 0.27% 3,672 $850K $231.55 $141K -147 -3.9%
67 BUFR 0.25% 23,711 $792K $33.42 $38K
68 THRO 0.24% 19,984 $757K $37.86 +19,984 NEW
69 BRK-B 0.23% 1,479 $744K $502.74 -$330K -731 -33.1%
70 FNDF 0.23% 17,063 $733K $42.96 $2K -1,215 -6.7%
71 PECO 0.23% 21,001 $721K $34.33 -$15K
72 APH 0.22% 5,772 $714K $123.75 $147K +28 +0.5%
73 SCHB 0.21% 26,470 $681K $25.71 -$172K -9,320 -26.0%
74 COST 0.20% 693 $641K $925.63 -$26K +19 +2.8%
75 VLO 0.19% 3,571 $608K $170.26 $127K -9 -0.2%
76 SCHH 0.19% 27,894 $602K $21.57 $47K +1,700 +6.5%
77 IRM 0.18% 5,722 $583K $101.94 -$4K
78 COMT 0.18% 21,695 $583K $26.85 $44K +877 +4.2%
79 LMT 0.17% 1,058 $528K $499.34 $39K +1 +0.1%
80 COWZ 0.16% 9,175 $527K $57.47 $22K
81 JPM 0.16% 1,630 $514K $315.37 $63K +74 +4.8%
82 IQM 0.16% 5,698 $497K $87.29 +5,698 NEW
83 ONLN 0.15% 8,002 $486K $60.76 +8,002 NEW
84 IYR 0.15% 4,902 $476K $97.08 -$3M -26,628 -84.5%
85 GOOGL 0.13% 1,732 $421K $243.08 $144K +160 +10.2%
86 IWB 0.12% 1,053 $385K $365.48 $28K +2 +0.2%
87 GOOG 0.12% 1,556 $379K $243.52 $112K +52 +3.5%
88 META 0.12% 506 $372K $734.63 -$4K -3 -0.6%
89 IBM 0.11% 1,300 $367K $282.16 -$15K +6 +0.5%
90 WMT 0.11% 3,533 $364K $103.05 $26K +72 +2.1%
91 BABA 0.11% 2,013 $360K $178.73 $136K +36 +1.8%
92 VUG 0.11% 746 $358K $479.61 +746 NEW
93 IBB 0.10% 2,170 $313K $144.37 -$22K -480 -18.1%
94 MCO 0.09% 626 $298K $476.48 -$14K +3 +0.5%
95 VZ 0.08% 5,979 $263K $43.95 -$7K -245 -3.9%
96 IWM 0.08% 1,068 $258K $241.96 $28K
97 GRID 0.08% 1,690 $255K $151.08 +1,690 NEW
98 DIA 0.08% 545 $253K $464.14 $31K +41 +8.1%
99 PBW 0.08% 8,727 $252K $28.88 +8,727 NEW
100 CGW 0.08% 3,802 $244K $64.24 -$4M -56,972 -93.7%

New Positions

SymbolValue% Port
ARKW $11M 3.51%
MGOV $5M 1.71%
XBI $5M 1.46%
XLK $5M 1.43%
NLR $4M 1.29%
VTWV $4M 1.25%
XMHQ $4M 1.23%
FIIG $4M 1.10%
TDIV $2M 0.60%
MGK $2M 0.57%
IYW $2M 0.53%
ITA $2M 0.48%
IOO $1M 0.35%
EWO $1M 0.35%
THRO $757K 0.24%

Sold Out Positions

SymbolValue% Port
XOM —%
BROS —%
SRE —%
BAC —%
SO —%
NAC —%
AMD —%
ARKQ —%
DFIC —%
PTLC —%
IGF —%
ICSH —%
FBND —%
AVDE —%
FEZ —%
View SEC EDGAR Filings for EWG Elevate Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms