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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 11.98%
0.3%
$983,618
2,170 shares@ $453.29 avg price
FQALFidelity Covington Trust
Recent Activity
New Position
0.3%
$970,981
14,840 shares@ $65.43 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -0.11%
0.29%
$949,877
16,732 shares@ $56.78 avg price
AGGIshares Tr
Recent Activity
Increased 273.29%
0.29%
$938,283
9,683 shares@ $96.91 avg price
BABoeing Co
Recent Activity
New Position
0.26%
$847,758
4,790 shares@ $176.99 avg price
IDUIshares Tr
Recent Activity
Decreased -22.43%
0.25%
$816,439
8,486 shares@ $96.22 avg price
IJKIshares Tr
Recent Activity
New Position
0.25%
$811,392
8,923 shares@ $90.94 avg price
IJTIshares Tr
Recent Activity
New Position
0.25%
$793,693
5,863 shares@ $135.38 avg price
PECOPhillips Edison & Co Inc
Recent Activity
0.24%
$786,697
21,001 shares@ $37.46 avg price
VONGVanguard Scottsdale Fds
Recent Activity
New Position
0.23%
$752,547
7,285 shares@ $103.31 avg price