EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
This Quarter Return
+5.72%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+9.6%)
Cap. Flow
+$4.62M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
29.59%
Holding
308
New
14
Increased
61
Reduced
66
Closed
18
Top Buys
| 1 |
Shopify
SHOP
|
$1.64M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.26M |
| 3 |
Alibaba
BABA
|
$989K |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$965K |
| 5 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$704K |
Top Sells
| 1 |
iShares Global Clean Energy ETF
ICLN
|
$1.58M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$695K |
| 3 |
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
|
$342K |
| 4 |
Editas Medicine
EDIT
|
$290K |
| 5 |
Xenon Pharmaceuticals
XENE
|
$247K |
Sector Composition
| 1 | Healthcare | 14.11% |
| 2 | Technology | 11.78% |
| 3 | Financials | 8% |
| 4 | Consumer Discretionary | 5.47% |
| 5 | Consumer Staples | 4.75% |
