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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
0460⤦Invesco Qqq Tr
Recent Activity
New Position
5.24%
$16.933M
34,694 shares@ $488.08 avg price
NORWGlobal X Fds
Recent Activity
New Position
1.87%
$6.029M
90,933 shares@ $66.31 avg price
MSDLMorgan Stanley Direct Lendin
Recent Activity
New Position
0.5%
$1.599M
80,843 shares@ $19.79 avg price
EWWIshares Inc
Recent Activity
New Position
0.24%
$755,377
14,064 shares@ $53.71 avg price
FTNTFortinet Inc
Recent Activity
New Position
0.13%
$399,647
5,153 shares@ $77.56 avg price
YPFYpf Sociedad Anonima
Recent Activity
New Position
0.05%
$143,867
6,783 shares@ $21.21 avg price
IQVIqvia Hldgs Inc
Recent Activity
New Position
0.03%
$94,788
400 shares@ $236.97 avg price
EMOClearbridge Energy Midstrm O
Recent Activity
New Position
0.03%
$94,739
2,245 shares@ $42.2 avg price
ACPAbrdn Income Credit Strategi
Recent Activity
New Position
0.03%
$76,852
11,609 shares@ $6.63 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
New Position
0.02%
$56,473
245 shares@ $230.51 avg price