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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
LPLALpl Finl Hldgs Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
CNCCentene Corp Del
Recent Activity
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0%
$0
0 shares@ $0.0 avg price
CVSCvs Health Corp
Recent Activity
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0%
$0
0 shares@ $0.0 avg price
XYLXylem Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
GDGeneral Dynamics Corp
Recent Activity
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0%
$0
0 shares@ $0.0 avg price
ONONOn Hldg Ag
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0%
$0
0 shares@ $0.0 avg price
IHAKIshares Tr
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0%
$0
0 shares@ $0.0 avg price
SGMLSigma Lithium Corporation
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
EQALInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
ESTCElastic N V
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Exited
0%
$0
0 shares@ $0.0 avg price