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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.3K ﹤0.01%
83
-7
252
$1.97K ﹤0.01%
34
253
$1.85K ﹤0.01%
18
254
$1.79K ﹤0.01%
20
255
$1.76K ﹤0.01%
+95
256
$1.63K ﹤0.01%
12
257
$1.47K ﹤0.01%
38
258
$1.34K ﹤0.01%
41
+1
259
$1.27K ﹤0.01%
9
260
$1.26K ﹤0.01%
24
261
$1.26K ﹤0.01%
66
-429
262
$1.22K ﹤0.01%
19
263
$1.13K ﹤0.01%
32
-40
264
$927 ﹤0.01%
12
265
$560 ﹤0.01%
17
266
$439 ﹤0.01%
4
267
$405 ﹤0.01%
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268
$388 ﹤0.01%
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269
$325 ﹤0.01%
2
270
$278 ﹤0.01%
30
271
$272 ﹤0.01%
8
272
$249 ﹤0.01%
22
273
$185 ﹤0.01%
4
274
$93 ﹤0.01%
1
275
$84 ﹤0.01%
+13
8 9 10
11
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