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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.18K ﹤0.01%
14
252
$2.05K ﹤0.01%
41
253
$2.02K ﹤0.01%
135
254
$1.98K ﹤0.01%
10
255
$1.93K ﹤0.01%
18
256
$1.83K ﹤0.01%
34
257
$1.83K ﹤0.01%
15
258
$1.63K ﹤0.01%
20
259
$1.62K ﹤0.01%
12
260
$1.59K ﹤0.01%
20
261
$1.54K ﹤0.01%
38
262
$1.54K ﹤0.01%
5
263
$1.51K ﹤0.01%
27
264
$1.49K ﹤0.01%
40
265
$1.49K ﹤0.01%
103
266
$1.46K ﹤0.01%
17
267
$1.3K ﹤0.01%
9
268
$1.25K ﹤0.01%
24
269
$1.15K ﹤0.01%
19
270
$1.15K ﹤0.01%
7
271
$933 ﹤0.01%
7
272
$850 ﹤0.01%
12
273
$772 ﹤0.01%
28
274
$747 ﹤0.01%
10
275
$552 ﹤0.01%
17
9 10
11
12 13