EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
1-Year Return
9.57%
This Quarter Return
+1.11%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.8%
Holding
303
New
301
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$7.5M |
| 2 |
Editas Medicine
EDIT
|
$3.87M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.17M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.89M |
| 5 |
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% |
