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Sima Elimelech

@Activest Wealth Management

Latest period2024 - Q3ReportedManaged Assets$323.757MTotal holdings618
Assets growth rate6.53%Assets growth rate (2-Q avg)26.46%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Activest Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 618 positions.

Assets under management

The assets under management (AUM) of Activest Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 323.757M in assets, with a quarterly growth rate of 6.53% and a 2-quarter average growth rate of 26.46%. The portfolio is managed by Sima Elimelech, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.69%
20.47%
$66.255M
115,476 shares@ $573.76 avg price
AAPLApple Inc
Recent Activity
Decreased -0.15%
9.05%
$29.268M
125,615 shares@ $233.0 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 2.61%
8.86%
$28.664M
159,994 shares@ $179.16 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 1.31%
7.08%
$22.893M
236,134 shares@ $96.95 avg price
0460⤦Invesco Qqq Tr
Recent Activity
New Position
5.24%
$16.933M
34,694 shares@ $488.08 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.09%
4.63%
$14.979M
397,318 shares@ $37.7 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.16%
3.91%
$12.633M
67,800 shares@ $186.33 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -13.76%
2.84%
$9.194M
17,424 shares@ $527.67 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.25%
2.6%
$8.413M
14,697 shares@ $572.46 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 1.99%
2.48%
$8.012M
144,017 shares@ $55.64 avg price