EWM

Elmwood Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 9.57%
This Quarter Est. Return
1 Year Est. Return
+9.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15K 0.01%
+1,088
252
$14K 0.01%
+240
253
$14K 0.01%
+34
254
$14K 0.01%
+200
255
$14K 0.01%
+453
256
$14K 0.01%
+200
257
$13K 0.01%
+2,578
258
$13K 0.01%
+26
259
$13K 0.01%
+250
260
$12K 0.01%
+350
261
$12K 0.01%
+183
262
$12K 0.01%
+149
263
$12K 0.01%
+250
264
$12K 0.01%
+300
265
$12K 0.01%
+110
266
$12K 0.01%
+75
267
$11K 0.01%
+500
268
$11K 0.01%
+154
269
$11K 0.01%
+30
270
$11K 0.01%
+500
271
$11K 0.01%
+375
272
$10K ﹤0.01%
+30
273
$10K ﹤0.01%
+55
274
$9K ﹤0.01%
+400
275
$9K ﹤0.01%
+300