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
101
$302K 0.17%
+2,163
102
$284K 0.16%
+1,538
103
$271K 0.15%
+3,679
104
$270K 0.15%
+12,268
105
$270K 0.15%
+1,998
106
$268K 0.15%
+964
107
$265K 0.15%
+2,326
108
$244K 0.13%
+1,184
109
$243K 0.13%
+470
110
$241K 0.13%
+1,910
111
$240K 0.13%
+2,446
112
$232K 0.13%
+1,050
113
$228K 0.13%
+2,480
114
$226K 0.12%
+5,038
115
$223K 0.12%
+2,504
116
$222K 0.12%
+2,746
117
$217K 0.12%
+11,850
118
$205K 0.11%
+289
119
$201K 0.11%
+790
120
$140K 0.08%
+11,296
1 2 3 4
5