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Aryn Sands

@Ewg Elevate Inc.

Latest period2024 - Q4ReportedManaged Assets$328.299MTotal holdings149
Assets growth rate31.83%Assets growth rate (2-Q avg)11.41%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ewg Elevate Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Ewg Elevate Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 328.299M in assets, with a quarterly growth rate of 31.83% and a 2-quarter average growth rate of 11.41%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -36.22%
3.39%
$11.125M
228,577 shares@ $48.67 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.61%
0.5%
$1.627M
7,416 shares@ $219.4 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -0.11%
0.29%
$949,877
16,732 shares@ $56.78 avg price
IDUIshares Tr
Recent Activity
Decreased -22.43%
0.25%
$816,439
8,486 shares@ $96.22 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -89.24%
0.22%
$690,313
2,851 shares@ $242.14 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.33%
0.2%
$634,922
3,573 shares@ $177.7 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -20%
0.2%
$626,729
684 shares@ $916.28 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -3.62%
0.19%
$614,075
5,842 shares@ $105.12 avg price
COMTIshares U S Etf Tr
Recent Activity
Decreased -1.27%
0.18%
$580,662
22,942 shares@ $25.31 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.16%
0.14%
$448,656
5,104 shares@ $87.91 avg price