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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 4.38%
0.73%
$2.386M
41,471 shares@ $57.53 avg price
IJJIshares Tr
Recent Activity
New Position
0.72%
$2.353M
18,829 shares@ $124.97 avg price
IVWIshares Tr
Recent Activity
Increased 26.52%
0.69%
$2.254M
22,203 shares@ $101.54 avg price
BONDPimco Etf Tr
Recent Activity
Increased 8.01%
0.67%
$2.192M
24,241 shares@ $90.42 avg price
USVMVictory Portfolios Ii
Recent Activity
Increased 2.11%
0.67%
$2.188M
25,986 shares@ $84.22 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 104.85%
0.58%
$1.879M
72,667 shares@ $25.86 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.57%
$1.863M
3,270 shares@ $569.59 avg price
CALFPacer Fds Tr
Recent Activity
Increased 6.8%
0.56%
$1.818M
41,301 shares@ $44.02 avg price
IYWIshares Tr
Recent Activity
Increased 24.93%
0.52%
$1.705M
10,690 shares@ $159.52 avg price
IJSIshares Tr
Recent Activity
New Position
0.51%
$1.665M
15,331 shares@ $108.61 avg price