Element Wealth

Jeremy Nelson

Annualized+11.21%
Alpha-2.11%
Total Return+100.68%
Start Date2020-02-13
Years Tracked6y 6m 24d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown32.53%
Recovery Period4m 17d
Sharpe Ratio0.75
Composite RankRank #90Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14