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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$559K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+167
252
$3K ﹤0.01%
+57
253
$3K ﹤0.01%
+86
254
$3K ﹤0.01%
18
255
$3K ﹤0.01%
38
256
$3K ﹤0.01%
80
257
$3K ﹤0.01%
39
258
$3K ﹤0.01%
+203
259
$3K ﹤0.01%
+162
260
$3K ﹤0.01%
34
261
$3K ﹤0.01%
30
262
$3K ﹤0.01%
+66
263
$3K ﹤0.01%
53
264
$2K ﹤0.01%
135
265
$2K ﹤0.01%
14
266
$2K ﹤0.01%
+64
267
$2K ﹤0.01%
83
268
$2K ﹤0.01%
34
269
$2K ﹤0.01%
33
270
$2K ﹤0.01%
89
-2
271
$2K ﹤0.01%
18
272
$2K ﹤0.01%
80
-159
273
$2K ﹤0.01%
50
274
$2K ﹤0.01%
143
275
$1K ﹤0.01%
32
9 10
11
12 13