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
$190M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.58M
3 +$1.57M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.51M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.34M

Top Sells

1 +$460K
2 +$366K
3 +$245K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$100K
5
O icon
Realty Income
O
+$77K

Sector Composition

1 Healthcare 14.25%
2 Technology 7.34%
3 Financials 6.66%
4 Consumer Discretionary 4.43%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16K 0.01%
400
227
$16K 0.01%
11,650
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$16K 0.01%
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300
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$15K 0.01%
2,578
231
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235
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239
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241
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242
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$12K 0.01%
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$11K 0.01%
110