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
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.94M

Top Sells

1
+$2.96M
2
+$2.73M
3
+$2.56M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.42M
5
EDIT icon
Editas Medicine
EDIT
+$2.01M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
11
-89
252
– –
-50,000
253
– –
-18
254
– –
-345
255
– –
-6,250
256
– –
-17
257
– –
-39,883
258
– –
-50
259
– –
-38
260
$0 ﹤0.01%
+1
261
– –
-42
262
– –
-22
263
– –
-40
264
– –
-325
265
– –
-19
266
– –
-100
267
– –
-100
268
– –
-125
269
– –
-36
270
– –
-22
271
– –
-239
272
– –
-33
273
– –
-8
274
$0 ﹤0.01%
+4
275
– –
-95
9 10
11
12 13