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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
BALIBlackrock Etf Trust
Recent Activity
Increased 50.5%
6%
$19.682M
650,652 shares@ $30.25 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 23.3%
5.6%
$18.355M
31,319 shares@ $586.09 avg price
QUALIshares Tr
Recent Activity
Increased 122.51%
5.25%
$17.23M
96,753 shares@ $178.08 avg price
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
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -36.22%
3.39%
$11.125M
228,577 shares@ $48.67 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 119.57%
3.11%
$10.187M
550,654 shares@ $18.51 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
2.84%
$9.315M
340,952 shares@ $27.33 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 218.38%
2.64%
$8.647M
331,701 shares@ $26.08 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 313.09%
2.6%
$8.524M
305,837 shares@ $27.88 avg price