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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
VFHVanguard World Fd
Recent Activity
New Position
3.94%
$12.919M
109,420 shares@ $118.07 avg price
IAIIshares Tr
Recent Activity
New Position
3.76%
$12.317M
85,475 shares@ $144.11 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
2.84%
$9.315M
340,952 shares@ $27.33 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
2.55%
$8.351M
19,626 shares@ $425.5 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
1.88%
$6.149M
27,408 shares@ $224.36 avg price
IBUYAmplify Etf Tr
Recent Activity
New Position
1.35%
$4.427M
68,470 shares@ $64.66 avg price
RPGInvesco Exchange Traded Fd T
Recent Activity
New Position
1.17%
$3.829M
92,806 shares@ $41.26 avg price
YALLTidal Etf Tr
Recent Activity
New Position
1.11%
$3.63M
95,537 shares@ $38.0 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
New Position
1.01%
$3.313M
49,423 shares@ $67.03 avg price
IMCBIshares Tr
Recent Activity
New Position
0.99%
$3.235M
42,479 shares@ $76.15 avg price