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
$113M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 12.18%
2 Financials 8.11%
3 Technology 6.41%
4 Consumer Staples 5.58%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-335
302
$0 ﹤0.01%
8
303
$0 ﹤0.01%
15
+2
304
$0 ﹤0.01%
+1