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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
SOXXIshares Tr
Recent Activity
Increased 71.72%
0.31%
$972,844
4,219 shares@ $230.59 avg price
HYGIshares Tr
Recent Activity
Increased 0.17%
0.3%
$969,462
12,073 shares@ $80.31 avg price
XLISelect Sector Spdr Tr
Recent Activity
0.25%
$799,818
5,905 shares@ $135.45 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
0.25%
$785,683
17,121 shares@ $45.9 avg price
EWWIshares Inc
Recent Activity
New Position
0.24%
$755,377
14,064 shares@ $53.71 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 0.4%
0.21%
$672,809
10,415 shares@ $64.6 avg price
ISDPgim High Yield Bond Fund In
Recent Activity
Increased 167.62%
0.21%
$652,434
46,803 shares@ $13.95 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -23.7%
0.21%
$647,859
10,887 shares@ $59.51 avg price
IVVIshares Tr
Recent Activity
Increased 0.37%
0.2%
$643,108
1,115 shares@ $576.78 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 329.41%
0.2%
$634,430
2,585 shares@ $245.43 avg price