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
$395M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$7.33M
2 +$2.61M
3 +$1.29M
4
DASH icon
DoorDash
DASH
+$1.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$307K

Sector Composition

1 Technology 18.59%
2 Healthcare 8.82%
3 Financials 7.96%
4 Consumer Discretionary 7.95%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-41,619
127
-2,000