EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.99K ﹤0.01%
+10
252
$1.9K ﹤0.01%
+34
253
$1.81K ﹤0.01%
+60
254
$1.81K ﹤0.01%
+12
255
$1.78K ﹤0.01%
+20
256
$1.74K ﹤0.01%
+40
257
$1.72K ﹤0.01%
+15
258
$1.68K ﹤0.01%
+20
259
$1.56K ﹤0.01%
+26
260
$1.53K ﹤0.01%
+22
261
$1.5K ﹤0.01%
+27
262
$1.49K ﹤0.01%
+103
263
$1.42K ﹤0.01%
+17
264
$1.41K ﹤0.01%
+5
265
$1.36K ﹤0.01%
+135
266
$1.34K ﹤0.01%
+24
267
$1.31K ﹤0.01%
+38
268
$1.22K ﹤0.01%
+9
269
$1.13K ﹤0.01%
+7
270
$1.1K ﹤0.01%
+19
271
$1K ﹤0.01%
+16
272
$986 ﹤0.01%
+7
273
$905 ﹤0.01%
+12
274
$799 ﹤0.01%
+10
275
$791 ﹤0.01%
+28
8 9 10
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