EWM

Elmwood Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 9.57%
This Quarter Est. Return
1 Year Est. Return
+9.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
+100
277
$9K ﹤0.01%
+125
278
$8K ﹤0.01%
+45
279
$8K ﹤0.01%
+190
280
$8K ﹤0.01%
+18
281
$8K ﹤0.01%
+500
282
$7K ﹤0.01%
+500
283
$7K ﹤0.01%
+200
284
$7K ﹤0.01%
+65
285
$7K ﹤0.01%
+25
286
$7K ﹤0.01%
+63
287
$7K ﹤0.01%
+400
288
$7K ﹤0.01%
+65
289
$7K ﹤0.01%
+48
290
$6K ﹤0.01%
+50
291
$6K ﹤0.01%
+161
292
$6K ﹤0.01%
+100
293
$6K ﹤0.01%
+200
294
$5K ﹤0.01%
+23
295
$5K ﹤0.01%
+150
296
$5K ﹤0.01%
+126
297
$5K ﹤0.01%
+109
298
$5K ﹤0.01%
+30
299
$4K ﹤0.01%
+25
300
$4K ﹤0.01%
+15