EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
1-Year Return
9.57%
This Quarter Return
+15.19%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$18.7M
(+18%)
Cap. Flow
+$4.84M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
36.28%
Holding
389
New
86
Increased
47
Reduced
106
Closed
108
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.91M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.74M |
| 3 |
CALD
Callidus Software, Inc.
CALD
|
$2.73M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.45M |
| 5 |
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% |
