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EWM

Elmwood Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$315K
3
+$134K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$121K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$121K

Top Sells

1
+$5.1M
2
+$3.19M
3
+$1.14M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.08M
5
PIO icon
Invesco Global Water ETF
PIO
+$1.03M

Sector Composition

1 Healthcare 12.85%
2 Financials 8.97%
3 Technology 7.93%
4 Consumer Staples 6.76%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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8
252
$1K ﹤0.01%
66
253
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-8
254
– –
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255
– –
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256
$0 ﹤0.01%
30
257
– –
-15,956
258
$0 ﹤0.01%
2
259
– –
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260
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261
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262
– –
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263
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264
– –
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265
$0 ﹤0.01%
3
266
– –
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267
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4
268
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269
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270
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271
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272
– –
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273
$0 ﹤0.01%
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274
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275
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8 9 10
11
12