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
51
$909K 0.4%
+37,904
52
$899K 0.4%
+5,420
53
$879K 0.39%
3,962
-423
54
$871K 0.39%
+3,238
55
$867K 0.38%
+5,025
56
$816K 0.36%
4,078
+2,854
57
$810K 0.36%
+5,404
58
$802K 0.36%
3,368
+224
59
$800K 0.35%
+2,427
60
$783K 0.35%
+11,047
61
$773K 0.34%
2,845
+1,126
62
$752K 0.33%
20,662
+188
63
$748K 0.33%
+10,442
64
$734K 0.33%
+25,956
65
$721K 0.32%
+28,543
66
$711K 0.31%
3,460
+454
67
$694K 0.31%
32,111
+6,356
68
$693K 0.31%
+2,221
69
$681K 0.3%
+1,407
70
$678K 0.3%
9,332
+4,662
71
$677K 0.3%
3,395
-161
72
$646K 0.29%
15,488
+10,798
73
$640K 0.28%
25,246
+13,144
74
$620K 0.27%
+1,984
75
$618K 0.27%
+1,983
1 2
3
4 5