EW

Elyxium Wealth Portfolio holdings

AUM $287M
1-Year Est. Return 25.55%
This Quarter Est. Return
1 Year Est. Return
+25.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.22M
3
+$2.52M
4
JPM icon
JPMorgan Chase
JPM
+$2.28M
5
AVGO icon
Broadcom
AVGO
+$2.12M

Top Sells

1
+$1.13M
2
+$966K
3
+$719K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$594K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$295K

Sector Composition

1 Technology 27.91%
2 Financials 6.82%
3 Industrials 6.36%
4 Consumer Discretionary 5.53%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1%
14,389
+7,551
27
$2.09M 0.93%
15,764
+3,237
28
$2.03M 0.9%
3,819
+2,651
29
$1.81M 0.8%
8,532
+6,459
30
$1.79M 0.79%
28,239
-1,629
31
$1.76M 0.78%
6,787
-445
32
$1.65M 0.73%
+4,511
33
$1.64M 0.73%
27,784
+16,294
34
$1.59M 0.71%
3,391
+609
35
$1.58M 0.7%
30,660
+24,674
36
$1.55M 0.69%
9,269
+7,041
37
$1.42M 0.63%
15,280
+5,180
38
$1.41M 0.63%
4,197
+3,527
39
$1.41M 0.63%
1,710
+1,177
40
$1.38M 0.61%
+5,136
41
$1.19M 0.53%
+25,772
42
$1.17M 0.52%
8,357
+4,666
43
$1.12M 0.5%
2,044
+1,395
44
$1.11M 0.49%
+3,173
45
$1.08M 0.48%
6,516
+4,000
46
$1.07M 0.47%
10,807
+2,810
47
$1.06M 0.47%
+2,764
48
$953K 0.42%
1,819
+1,278
49
$911K 0.4%
10,796
+796
50
$909K 0.4%
4,338
+2,071
1
2
3 4 5