EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+5
227
$2K ﹤0.01%
+100
228
$2K ﹤0.01%
32
-107
229
$2K ﹤0.01%
34
230
$2K ﹤0.01%
50
-7,925
231
$2K ﹤0.01%
60
232
$2K ﹤0.01%
100
-1,480
233
$2K ﹤0.01%
78
-274
234
$2K ﹤0.01%
+50
235
$2K ﹤0.01%
+33
236
$2K ﹤0.01%
+31
237
$2K ﹤0.01%
+80
238
$1K ﹤0.01%
+3
239
$1K ﹤0.01%
17
240
$1K ﹤0.01%
12
241
$1K ﹤0.01%
+66
242
$1K ﹤0.01%
11
-608
243
$1K ﹤0.01%
+24
244
$1K ﹤0.01%
38
-65
245
$1K ﹤0.01%
9
246
$1K ﹤0.01%
15
-75
247
$1K ﹤0.01%
+23
248
$1K ﹤0.01%
53
-50,702
249
– –
-1,500
250
– –
-31
8 9
10
11 12