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
$164M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.07M
3
+$2.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.72M

Top Sells

1
+$2.79M
2
+$2.64M
3
+$2.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.04M
5
HD icon
Home Depot
HD
+$1.76M

Sector Composition

1 Technology 30.34%
2 Consumer Discretionary 5.85%
3 Industrials 4.48%
4 Consumer Staples 3.12%
5 Communication Services 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.76%
5,175
-8,491
27
$1.18M 0.72%
2,782
-423
28
$1.05M 0.64%
4,385
+875
29
$966K 0.59%
9,071
+925
30
$900K 0.55%
1,010
+721
31
$891K 0.54%
7,997
-1,955
32
$877K 0.53%
+3,144
33
$810K 0.49%
1,384
-2,120
34
$791K 0.48%
20,474
+307
35
$786K 0.48%
3,556
+502
36
$756K 0.46%
+10,000
37
$749K 0.46%
3,957
-12,270
38
$731K 0.45%
3,689
+1,711
39
$701K 0.43%
3,022
-11,383
40
$693K 0.42%
+3,006
41
$615K 0.37%
3,691
-4,256
42
$590K 0.36%
7,198
+200
43
$590K 0.36%
+25,755
44
$570K 0.35%
1,719
-1,014
45
$569K 0.35%
+11,490
46
$568K 0.35%
3,950
-736
47
$529K 0.32%
1,168
-2,030
48
$497K 0.3%
2,516
-1,977
49
$497K 0.3%
+2,000
50
$493K 0.3%
2,665
1
2
3 4 5