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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$975K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$705K

Top Sells

1
+$1.58M
2
+$685K
3
+$352K
4
EDIT icon
Editas Medicine
EDIT
+$295K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$229K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
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