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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
RPVInvesco Exchange Traded Fd T
Recent Activity
Increased 3.91%
0.41%
$1.324M
14,895 shares@ $88.93 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -3.66%
0.41%
$1.321M
36,565 shares@ $36.13 avg price
ACWIIshares Tr
Recent Activity
Decreased -16.77%
0.4%
$1.27M
10,620 shares@ $119.56 avg price
IWFIshares Tr
Recent Activity
Decreased -0.43%
0.38%
$1.208M
3,218 shares@ $375.43 avg price
IWMIshares Tr
Recent Activity
Decreased -12.98%
0.37%
$1.174M
5,315 shares@ $220.89 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.55%
0.36%
$1.164M
2,529 shares@ $460.27 avg price
GLDSpdr Gold Tr
Recent Activity
0.34%
$1.072M
4,412 shares@ $243.04 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 13.37%
0.33%
$1.068M
5,065 shares@ $210.88 avg price
PREFPrincipal Exchange Traded Fd
Recent Activity
Increased 0.21%
0.33%
$1.038M
55,168 shares@ $18.82 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.62%
0.32%
$1.035M
6,190 shares@ $167.18 avg price