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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.5K ﹤0.01%
120
227
$4.38K ﹤0.01%
30
228
$4.34K ﹤0.01%
54
-54
229
$4.27K ﹤0.01%
157
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$4.2K ﹤0.01%
103
+1
231
$4.17K ﹤0.01%
135
232
$4.1K ﹤0.01%
54
233
$3.99K ﹤0.01%
34
-9
234
$3.74K ﹤0.01%
38
235
$3.69K ﹤0.01%
18
236
$3.68K ﹤0.01%
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$3.46K ﹤0.01%
23
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$3.35K ﹤0.01%
80
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$3.29K ﹤0.01%
70
240
$2.94K ﹤0.01%
53
241
$2.93K ﹤0.01%
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-50
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$2.87K ﹤0.01%
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243
$2.71K ﹤0.01%
30
+10
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$2.71K ﹤0.01%
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245
$2.69K ﹤0.01%
125
-825
246
$2.67K ﹤0.01%
20
247
$2.57K ﹤0.01%
100
248
$2.53K ﹤0.01%
33
249
$2.34K ﹤0.01%
14
250
$2.32K ﹤0.01%
91
-1
8 9
10
11 12