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
51
$796K 0.44%
+4,957
52
$780K 0.43%
+4,493
53
$774K 0.43%
+9,162
54
$759K 0.42%
+2,146
55
$750K 0.41%
+20,167
56
$690K 0.38%
+2,510
57
$675K 0.37%
+3,054
58
$648K 0.36%
+1,048
59
$642K 0.35%
+1,366
60
$608K 0.33%
+1,997
61
$582K 0.32%
+6,998
62
$576K 0.32%
+7,060
63
$574K 0.32%
+3,044
64
$562K 0.31%
+4,686
65
$561K 0.31%
+2,840
66
$542K 0.3%
+1,682
67
$532K 0.29%
+4,681
68
$506K 0.28%
+2,665
69
$502K 0.28%
+6,979
70
$495K 0.27%
+6,701
71
$481K 0.26%
+1,389
72
$479K 0.26%
+12,071
73
$462K 0.25%
+11,067
74
$448K 0.25%
+578
75
$437K 0.24%
+1,672
1 2
3
4 5