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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
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -1.6%
0.7%
$2.259M
14,668 shares@ $154.03 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -1.21%
0.62%
$2.001M
42,451 shares@ $47.14 avg price
HYTBlackrock Corpor Hi Yld Fd I
Recent Activity
Decreased -2.12%
0.62%
$1.987M
197,516 shares@ $10.07 avg price
HPSHancock John Pfd Income Fd I
Recent Activity
Decreased -0.36%
0.6%
$1.939M
112,464 shares@ $17.24 avg price
DSLDoubleline Income Solutions
Recent Activity
Increased 8.03%
0.58%
$1.874M
144,372 shares@ $12.99 avg price
SNXTd Synnex Corporation
Recent Activity
0.54%
$1.735M
14,448 shares@ $120.08 avg price
MSDLMorgan Stanley Direct Lendin
Recent Activity
New Position
0.5%
$1.599M
80,843 shares@ $19.79 avg price
ARCCAres Capital Corp
Recent Activity
Decreased -0.01%
0.46%
$1.481M
70,718 shares@ $20.95 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -7.68%
0.46%
$1.46M
59,671 shares@ $24.47 avg price
AAXJIshares Tr
Recent Activity
Increased 2.25%
0.44%
$1.394M
17,774 shares@ $78.46 avg price