EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$593 ﹤0.01%
+35
277
$561 ﹤0.01%
+17
278
$394 ﹤0.01%
+13
279
$366 ﹤0.01%
+80
280
$347 ﹤0.01%
+4
281
$332 ﹤0.01%
+30
282
$278 ﹤0.01%
+8
283
$255 ﹤0.01%
+4
284
$255 ﹤0.01%
+50
285
$214 ﹤0.01%
+22
286
$178 ﹤0.01%
+2
287
$156 ﹤0.01%
+4
288
$96 ﹤0.01%
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289
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+1
290
$39 ﹤0.01%
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291
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+2
292
$29 ﹤0.01%
+2
293
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0
294
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0
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