EW
Elyxium Wealth Portfolio holdings
AUM
$267M
This Quarter Return
+7.16%
1 Year Return
+22.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.14%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$22.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$12.9M |
| 3 |
Microsoft
MSFT
|
$7.64M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.84M |
| 5 |
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% |
