EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.81K ﹤0.01%
+30
227
$3.79K ﹤0.01%
+7
228
$3.65K ﹤0.01%
+54
229
$3.27K ﹤0.01%
+80
230
$3.25K ﹤0.01%
+15
231
$3.23K ﹤0.01%
+20
232
$3.06K ﹤0.01%
+70
233
$3.05K ﹤0.01%
+38
234
$3.01K ﹤0.01%
+33
235
$3K ﹤0.01%
+80
236
$2.99K ﹤0.01%
+53
237
$2.87K ﹤0.01%
+100
238
$2.78K ﹤0.01%
+103
239
$2.73K ﹤0.01%
+20
240
$2.67K ﹤0.01%
+38
241
$2.61K ﹤0.01%
+23
242
$2.52K ﹤0.01%
+42
243
$2.46K ﹤0.01%
+72
244
$2.4K ﹤0.01%
+39
245
$2.4K ﹤0.01%
+18
246
$2.39K ﹤0.01%
+93
247
$2.25K ﹤0.01%
+33
248
$2.23K ﹤0.01%
+18
249
$2.23K ﹤0.01%
+14
250
$2.07K ﹤0.01%
+41
8 9
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