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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$6.3M
3
+$6.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.75M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.29%
2 Technology 7.51%
3 Financials 7.18%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+61
277
$3K ﹤0.01%
+25
278
$3K ﹤0.01%
+100
279
$3K ﹤0.01%
+50
280
$3K ﹤0.01%
+100
281
$3K ﹤0.01%
+15
282
$2K ﹤0.01%
+46
283
$2K ﹤0.01%
+44
284
$2K ﹤0.01%
+26
285
$2K ﹤0.01%
+46
286
$2K ﹤0.01%
+34
287
$2K ﹤0.01%
+23
288
$2K ﹤0.01%
+53
289
$2K ﹤0.01%
+5
290
$2K ﹤0.01%
+38
291
$2K ﹤0.01%
+12
292
$2K ﹤0.01%
+78
293
$2K ﹤0.01%
+50
294
$2K ﹤0.01%
+10
295
$2K ﹤0.01%
+80
296
$2K ﹤0.01%
+32
297
$1K ﹤0.01%
+38
298
$1K ﹤0.01%
+25
299
$1K ﹤0.01%
+66
300
$1K ﹤0.01%
+11
9 10 11
12
13