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
76
$436K 0.24%
+2,200
77
$435K 0.24%
+9,480
78
$417K 0.23%
+7,914
79
$415K 0.23%
+2,527
80
$403K 0.22%
+5,603
81
$397K 0.22%
+7,036
82
$397K 0.22%
+1,978
83
$390K 0.21%
+3,762
84
$390K 0.21%
+2,032
85
$389K 0.21%
+4,640
86
$378K 0.21%
+1,830
87
$370K 0.2%
+1,413
88
$367K 0.2%
+4,287
89
$363K 0.2%
+4,107
90
$360K 0.2%
+6,757
91
$354K 0.19%
+6,131
92
$352K 0.19%
+6,066
93
$339K 0.19%
+1,640
94
$317K 0.17%
+2,350
95
$317K 0.17%
+1,185
96
$312K 0.17%
+4,254
97
$311K 0.17%
+10,300
98
$309K 0.17%
+497
99
$305K 0.17%
+2,876
100
$304K 0.17%
+3,637
1 2 3
4
5