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EWM

Elmwood Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.54M
3
+$835K
4
HDP
Hortonworks, Inc.
HDP
+$574K
5
HAL icon
Halliburton
HAL
+$483K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$591K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+97
277
$1K ﹤0.01%
12
278
$1K ﹤0.01%
66
279
$1K ﹤0.01%
41
280
$1K ﹤0.01%
24
281
$1K ﹤0.01%
9
282
$0 ﹤0.01%
8
283
$0 ﹤0.01%
4
284
– –
-13,980
285
$0 ﹤0.01%
4
286
– –
-125
287
– –
-1,750
288
$0 ﹤0.01%
1
289
– –
-100
290
– –
-45,408
291
– –
-125
292
– –
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293
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-19
294
$0 ﹤0.01%
4
295
$0 ﹤0.01%
22
296
– –
-203
297
– –
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298
– –
-10,000
299
– –
-11,800
300
– –
-800
9 10 11
12
13