ERWM

Elk River Wealth Management Portfolio holdings

AUM $581M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.12M
3 +$1.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$947K

Top Sells

1 +$439K
2 +$305K
3 +$279K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$208K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$160K

Sector Composition

1 Technology 17.72%
2 Healthcare 8.43%
3 Financials 8.19%
4 Consumer Discretionary 8.13%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,462