ERWM
Elk River Wealth Management Portfolio holdings
AUM
$581M
This Quarter Return
+14.05%
1 Year Return
+16.99%
3 Year Return
+66.63%
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
–
Cap. Flow
+$303M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.98%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$17.4M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$17.1M |
| 3 |
Apple
AAPL
|
$14.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$12.2M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$12.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Healthcare | 10.06% |
| 3 | Financials | 8.34% |
| 4 | Consumer Discretionary | 7.73% |
| 5 | Industrials | 5.72% |
