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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

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
+$559K

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%
50
227
$5K ﹤0.01%
30
228
$5K ﹤0.01%
211
229
$5K ﹤0.01%
+57
230
$4K ﹤0.01%
400
231
$4K ﹤0.01%
87
-70
232
$4K ﹤0.01%
103
233
$4K ﹤0.01%
+164
234
$4K ﹤0.01%
+25
235
$4K ﹤0.01%
+21
236
$4K ﹤0.01%
+72
237
$4K ﹤0.01%
+76
238
$4K ﹤0.01%
+108
239
$4K ﹤0.01%
120
240
$4K ﹤0.01%
+157
241
$4K ﹤0.01%
+46
242
$4K ﹤0.01%
+94
243
$4K ﹤0.01%
+43
244
$4K ﹤0.01%
50
-9
245
$4K ﹤0.01%
55
+1
246
$4K ﹤0.01%
+63
247
$3K ﹤0.01%
23
248
$3K ﹤0.01%
70
249
$3K ﹤0.01%
20
250
$3K ﹤0.01%
18
8 9
10
11 12