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
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.73M
3
+$2.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.32M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.89M

Top Sells

1
+$8.58M
2
+$6.5M
3
+$3.67M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1.88M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$1.83M

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
9 10
11
12 13