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
AAXJIshares Tr Recent Activity Increased 2.25%	0.44%	$1.394M 17,774 shares@ $78.46 avg price	Increased 2.25%
RPVInvesco Exchange Traded Fd T Recent Activity Increased 3.91%	0.41%	$1.324M 14,895 shares@ $88.93 avg price	Increased 3.91%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 8.55%	0.36%	$1.164M 2,529 shares@ $460.27 avg price	Increased 8.55%
JPMJpmorgan Chase & Co. Recent Activity Increased 13.37%	0.33%	$1.068M 5,065 shares@ $210.88 avg price	Increased 13.37%
PREFPrincipal Exchange Traded Fd Recent Activity Increased 0.21%	0.33%	$1.038M 55,168 shares@ $18.82 avg price	Increased 0.21%
GOOGAlphabet Inc Recent Activity Increased 2.62%	0.32%	$1.035M 6,190 shares@ $167.18 avg price	Increased 2.62%
SOXXIshares Tr Recent Activity Increased 71.72%	0.31%	$972,844 4,219 shares@ $230.59 avg price	Increased 71.72%
HYGIshares Tr Recent Activity Increased 0.17%	0.3%	$969,462 12,073 shares@ $80.31 avg price	Increased 0.17%
AVEMAmerican Centy Etf Tr Recent Activity Increased 0.4%	0.21%	$672,809 10,415 shares@ $64.6 avg price	Increased 0.4%
ISDPgim High Yield Bond Fund In Recent Activity Increased 167.62%	0.21%	$652,434 46,803 shares@ $13.95 avg price	Increased 167.62%