EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
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
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.75M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

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
228
$14K 0.01%
+110
229
$13K 0.01%
+80
230
$13K 0.01%
+200
231
$13K 0.01%
+516
232
$12K 0.01%
+300
233
$12K 0.01%
+68
234
$12K 0.01%
+140
235
$12K 0.01%
+26
236
$12K 0.01%
+300
237
$11K 0.01%
+135
238
$11K 0.01%
+110
239
$11K 0.01%
+50
240
$11K 0.01%
+400
241
$11K 0.01%
+149
242
$11K 0.01%
+50
243
$10K 0.01%
+150
244
$10K 0.01%
+30
245
$9K 0.01%
+50
246
$9K 0.01%
+400
247
$8K ﹤0.01%
+199
248
$8K ﹤0.01%
+25
249
$8K ﹤0.01%
+125
250
$8K ﹤0.01%
+23
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