EWM

Elmwood Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 9.57%
This Quarter Est. Return
1 Year Est. Return
+9.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.67K ﹤0.01%
43
-1
227
$4.2K ﹤0.01%
102
+2
228
$4.11K ﹤0.01%
54
229
$4.11K ﹤0.01%
120
+60
230
$3.72K ﹤0.01%
157
-117
231
$3.63K ﹤0.01%
30
232
$3.59K ﹤0.01%
15
233
$3.35K ﹤0.01%
18
234
$3.34K ﹤0.01%
80
235
$3.25K ﹤0.01%
38
236
$3.12K ﹤0.01%
80
237
$3.08K ﹤0.01%
23
238
$3.01K ﹤0.01%
70
239
$2.95K ﹤0.01%
53
240
$2.94K ﹤0.01%
+143
241
$2.93K ﹤0.01%
38
242
$2.67K ﹤0.01%
39
243
$2.59K ﹤0.01%
100
244
$2.54K ﹤0.01%
20
245
$2.5K ﹤0.01%
5
-2
246
$2.45K ﹤0.01%
90
-13
247
$2.43K ﹤0.01%
18
248
$2.38K ﹤0.01%
92
-1
249
$2.36K ﹤0.01%
72
250
$2.28K ﹤0.01%
33
8 9
10
11 12