EW

Elyxium Wealth Portfolio holdings

AUM $267M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$12.9M
3
+$7.64M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.84M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.81%
2 Industrials 7.19%
3 Financials 6.11%
4 Healthcare 4.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.97%
+4,352
27
$1.75M 0.96%
+8,456
28
$1.72M 0.95%
+20,579
29
$1.7M 0.94%
+14,040
30
$1.61M 0.88%
+483,859
31
$1.61M 0.88%
+4,130
32
$1.47M 0.81%
+3,198
33
$1.42M 0.78%
+2,738
34
$1.35M 0.75%
+7,947
35
$1.34M 0.74%
+3,205
36
$1.34M 0.74%
+4,883
37
$1.21M 0.67%
+7,255
38
$1.14M 0.63%
+1,285
39
$1.02M 0.56%
+1,737
40
$1M 0.55%
+34,570
41
$957K 0.53%
+9,952
42
$941K 0.52%
+5,536
43
$931K 0.51%
+2,381
44
$929K 0.51%
+1,882
45
$906K 0.5%
+2,733
46
$894K 0.49%
+6,072
47
$885K 0.49%
+8,146
48
$865K 0.48%
+3,188
49
$833K 0.46%
+3,510
50
$820K 0.45%
+5,057
1
2
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