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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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%
100
227
$2K ﹤0.01%
32
228
$2K ﹤0.01%
34
229
$2K ﹤0.01%
50
230
$2K ﹤0.01%
5
231
$2K ﹤0.01%
60
232
$2K ﹤0.01%
100
233
$2K ﹤0.01%
78
234
$2K ﹤0.01%
50
235
$2K ﹤0.01%
33
236
$2K ﹤0.01%
31
237
$2K ﹤0.01%
80
238
$1K ﹤0.01%
9
239
$1K ﹤0.01%
3
240
$1K ﹤0.01%
24
241
$1K ﹤0.01%
38
242
$1K ﹤0.01%
15
243
$1K ﹤0.01%
23
244
$1K ﹤0.01%
53
245
$1K ﹤0.01%
17
246
$1K ﹤0.01%
12
247
$1K ﹤0.01%
66
248
$1K ﹤0.01%
11
249
$0 ﹤0.01%
4
250
$0 ﹤0.01%
7
7 8 9
10
11