Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001765278

EWG Elevate Inc.

ROSEVILLE, CA · File #028-19696

Latest AUM
$320.0M
Positions
119
Top-10 Concentration
41.1%
Filings
11

Sector Allocation

Financials
13.4%$43.0M
Technology
2.7%$8.5M
Healthcare
0.3%$850,264
Industrials
0.2%$762,366
Real Estate
0.2%$720,964
Energy
0.2%$607,998
Consumer Staples
0.1%$364,087

Filing History

View all filings →

Top 20 Holdings — Sep 2025

#IssuerTickerSharesValue% of Portfolio
1BLACKROCK ETF TRUSTBLK735,843$23.4M8.45%
2SCHWAB STRATEGIC TR808524805724,931$16.9M6.10%
3ISHARES TR464287333104,843$12.2M4.42%
4ARK ETF TR00214Q40164,319$11.2M4.06%
5SCHWAB STRATEGIC TR808524409352,010$10.2M3.71%
6SCHWAB STRATEGIC TR808524300307,095$9.8M3.54%
7SPDR S&P 500 ETF TRSPY14,067$9.4M3.39%
8ISHARES TR46428746576,658$7.2M2.59%
9FIRST TR EXCHANGE-TRADED FD33739Q200137,579$6.9M2.48%
10ISHARES INC464286764131,955$6.5M2.36%
11FIRST TR EXCHANGE-TRADED FD336917109149,216$6.5M2.34%
12ARK ETF TR00214Q10473,695$6.4M2.30%
13SELECT SECTOR SPDR TR81369Y30880,895$6.3M2.29%
14FIRST TR EXCHANGE-TRADED FD33733E823172,245$6.2M2.24%
15ISHARES TR464287234115,508$6.2M2.23%
16BLACKROCK ETF TRUSTBLK103,961$6.2M2.23%
17ISHARES TR46428730946,501$5.6M2.03%
18FIRST TR EXCHANGE-TRADED FD33738D838267,132$5.5M1.98%
19FIRST TR EXCHANGE TRADED FD33738R50676,765$5.2M1.87%
20J P MORGAN EXCHANGE TRADED F46641Q33286,768$5.0M1.79%