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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$6.69M
2 +$6.3M
3 +$6.11M
4
NTLA icon
Intellia Therapeutics
NTLA
+$5.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.29%
2 Technology 7.51%
3 Financials 7.18%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$14K 0.01%
+360
227
$14K 0.01%
+200
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$12K 0.01%
+300
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236
$12K 0.01%
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237
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+400
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$8K ﹤0.01%
+199
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$8K ﹤0.01%
+25
249
$8K ﹤0.01%
+125
250
$8K ﹤0.01%
+23