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
101
$392K 0.17%
2,103
-1,586
102
$387K 0.17%
+7,644
103
$379K 0.17%
+4,222
104
$375K 0.17%
3,141
+141
105
$362K 0.16%
+1,364
106
$360K 0.16%
+2,047
107
$351K 0.16%
+572
108
$351K 0.16%
+1,415
109
$348K 0.15%
+2,625
110
$347K 0.15%
+2,202
111
$345K 0.15%
+1,220
112
$342K 0.15%
+1,376
113
$341K 0.15%
6,066
114
$332K 0.15%
+5,533
115
$330K 0.15%
+1,834
116
$327K 0.14%
+2,917
117
$324K 0.14%
+3,692
118
$320K 0.14%
+3,309
119
$316K 0.14%
2,355
-25
120
$301K 0.13%
4,287
121
$298K 0.13%
+2,253
122
$289K 0.13%
+1,644
123
$280K 0.12%
2,726
-422
124
$278K 0.12%
+413
125
$274K 0.12%
+3,833
3 4
5
6 7