Sima Elimelech

@Activest Wealth Management

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$323.757M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ASXCAsensus Surgical Inc Recent Activity Exited	0%	$154 462 shares@ $0.34 avg price	Exited
ALZNAlzamend Neuro Inc Recent Activity Exited	0%	$79 200 shares@ $0.4 avg price	Exited
PHIOPhio Pharmaceuticals Corp Recent Activity Exited	0%	$57 83 shares@ $0.69 avg price	Exited
MMATQMeta Materials Inc Recent Activity Exited	0%	$57 19 shares@ $3.0 avg price	Exited
TRVNTrevena Inc Recent Activity Exited	0%	$26 120 shares@ $0.22 avg price	Exited
DGDollar Gen Corp New Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
LHXL3harris Technologies Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
RUNSunrun Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
ZIMZim Integrated Shipping Serv Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
FDXFedex Corp Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited