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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
CCLCarnival Corp
Recent Activity
Increased 128.18%
0.23%
$745,282
29,907 shares@ $24.92 avg price
IQLTIshares Tr
Recent Activity
Increased 38.56%
0.23%
$740,506
19,949 shares@ $37.12 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 4.85%
0.23%
$722,474
23,711 shares@ $30.47 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.22%
$704,934
10,715 shares@ $65.79 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 127.93%
0.22%
$691,851
28,755 shares@ $24.07 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -89.24%
0.22%
$690,313
2,851 shares@ $242.14 avg price
AFMCFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.21%
$683,278
21,633 shares@ $31.59 avg price
PTNQPacer Fds Tr
Recent Activity
Increased 26.96%
0.21%
$670,843
9,063 shares@ $74.02 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