EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
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
+$3.08M
2
+$89.3K

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