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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
USFRWisdomtree Tr
Recent Activity
Increased 0.46%
2.39%
$7.726M
153,838 shares@ $50.22 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.36%
2.27%
$7.329M
60,351 shares@ $121.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.92%
2.22%
$7.169M
43,223 shares@ $165.86 avg price
NORWGlobal X Fds
Recent Activity
New Position
1.87%
$6.029M
90,933 shares@ $66.31 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -1.25%
1.17%
$3.756M
128,252 shares@ $29.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.86%
1.08%
$3.467M
8,056 shares@ $430.33 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -6.8%
0.82%
$2.623M
57,871 shares@ $45.33 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -3.05%
0.73%
$2.344M
26,698 shares@ $87.81 avg price
TSLATesla Inc
Recent Activity
Decreased -11.18%
0.72%
$2.307M
8,819 shares@ $261.65 avg price
SMCISuper Micro Computer Inc
Recent Activity
Increased 78.91%
0.71%
$2.278M
5,471 shares@ $416.43 avg price