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
51
$488K 0.3%
+2,755
52
$472K 0.29%
6,140
+537
53
$468K 0.29%
2,073
-6,383
54
$457K 0.28%
+2,975
55
$431K 0.26%
2,200
56
$424K 0.26%
10,128
+648
57
$411K 0.25%
533
-752
58
$409K 0.25%
7,914
59
$403K 0.25%
2,267
-573
60
$401K 0.24%
6,294
-407
61
$394K 0.24%
+3,000
62
$380K 0.23%
3,148
+621
63
$370K 0.23%
+1,080
64
$353K 0.22%
+4,163
65
$347K 0.21%
6,066
66
$342K 0.21%
649
-1,233
67
$339K 0.21%
1,210
+25
68
$337K 0.21%
4,670
-2,390
69
$323K 0.2%
2,228
-3,844
70
$321K 0.2%
12,102
-22,468
71
$312K 0.19%
2,380
+30
72
$310K 0.19%
4,287
73
$310K 0.19%
+5,986
74
$274K 0.17%
541
-1,196
75
$272K 0.17%
3,228
-534
1 2
3
4 5