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
1
$30M 13.27%
134,874
+14,496
2
$14.3M 6.36%
25,532
-2,004
3
$8.14M 3.6%
21,676
+10,532
4
$8.1M 3.59%
138,768
-1,286
5
$6.24M 2.77%
11,162
+1,335
6
$5.98M 2.65%
55,205
+23,260
7
$5.63M 2.49%
17,730
8
$5.57M 2.47%
147,703
-157
9
$5.44M 2.41%
28,579
+9,639
10
$5.06M 2.24%
48,375
-1,389
11
$4.7M 2.08%
62,179
-1,322
12
$4.43M 1.96%
98,136
+7,655
13
$4.14M 1.83%
4,379
+1,527
14
$4.12M 1.82%
34,629
+10,653
15
$3.55M 1.57%
14,490
+9,315
16
$3.36M 1.49%
62,280
-13,327
17
$3.31M 1.47%
6,200
18
$3.07M 1.36%
13,011
+2,350
19
$2.96M 1.31%
17,374
+4,820
20
$2.86M 1.27%
4,961
+3,577
21
$2.63M 1.17%
15,714
+12,692
22
$2.54M 1.13%
16,448
+12,491
23
$2.54M 1.13%
37,092
-8,662
24
$2.42M 1.07%
28,428
+2,958
25
$2.29M 1.01%
28,012
+1,440
1
2 3 4 5