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
151
$204K 0.09%
+412
152
$203K 0.09%
1,919
-86
153
$202K 0.09%
+254
154
– –
-5,860
155
– –
-9,071
156
– –
-11,296
157
– –
-6,944
158
– –
-2,000
3 4 5 6
7