EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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%
1
252
$0 ﹤0.01%
15
253
$0 ﹤0.01%
4
254
$0 ﹤0.01%
3
255
$0 ﹤0.01%
1
256
$0 ﹤0.01%
8
257
$0 ﹤0.01%
1
258
$0 ﹤0.01%
8
259
$0 ﹤0.01%
7
260
$0 ﹤0.01%
30
261
$0 ﹤0.01%
15
262
$0 ﹤0.01%
5
263
$0 ﹤0.01%
4
264
$0 ﹤0.01%
2
265
$0 ﹤0.01%
25
266
$0 ﹤0.01%
5
267
$0 ﹤0.01%
11
268
$0 ﹤0.01%
1
269
$0 ﹤0.01%
1
270
$0 ﹤0.01%
1
271
$0 ﹤0.01%
1
272
$0 ﹤0.01%
13
7 8 9 10
11