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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$6.3M
3
+$6.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.75M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.29%
2 Technology 7.51%
3 Financials 7.18%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
+500
252
$7K ﹤0.01%
+35
253
$7K ﹤0.01%
+200
254
$7K ﹤0.01%
+45
255
$7K ﹤0.01%
+63
256
$7K ﹤0.01%
+100
257
$7K ﹤0.01%
+1
258
$7K ﹤0.01%
+126
259
$6K ﹤0.01%
+285
260
$6K ﹤0.01%
+65
261
$6K ﹤0.01%
+175
262
$6K ﹤0.01%
+190
263
$6K ﹤0.01%
+65
264
$5K ﹤0.01%
+197
265
$5K ﹤0.01%
+200
266
$4K ﹤0.01%
+72
267
$4K ﹤0.01%
+23
268
$4K ﹤0.01%
+150
269
$4K ﹤0.01%
+75
270
$4K ﹤0.01%
+30
271
$4K ﹤0.01%
+11
272
$4K ﹤0.01%
+73
273
$3K ﹤0.01%
+25
274
$3K ﹤0.01%
+50
275
$3K ﹤0.01%
+100
9 10
11
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