EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.54M
3
+$835K
4
HDP
Hortonworks, Inc.
HDP
+$574K
5
HAL icon
Halliburton
HAL
+$483K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$591K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
211
227
$5K ﹤0.01%
+57
228
$5K ﹤0.01%
33
229
$5K ﹤0.01%
300
230
$4K ﹤0.01%
+46
231
$4K ﹤0.01%
103
232
$4K ﹤0.01%
+164
233
$4K ﹤0.01%
+63
234
$4K ﹤0.01%
+25
235
$4K ﹤0.01%
+72
236
$4K ﹤0.01%
+76
237
$4K ﹤0.01%
+108
238
$4K ﹤0.01%
+157
239
$4K ﹤0.01%
50
-9
240
$4K ﹤0.01%
400
241
$4K ﹤0.01%
87
-70
242
$4K ﹤0.01%
+21
243
$4K ﹤0.01%
120
244
$4K ﹤0.01%
55
+1
245
$4K ﹤0.01%
+94
246
$4K ﹤0.01%
+43
247
$3K ﹤0.01%
18
248
$3K ﹤0.01%
+167
249
$3K ﹤0.01%
+57
250
$3K ﹤0.01%
+86
8 9
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