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
$105M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.73M
3
+$2.31M
4
SHOP icon
Shopify
SHOP
+$2.25M
5
EDIT icon
Editas Medicine
EDIT
+$1.94M

Top Sells

1
+$8.58M
2
+$6.5M
3
+$3.67M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1.88M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$1.83M

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-42,966
302
– –
-170,711
303
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-106,904
304
– –
-41,155
305
– –
-21,745
306
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-45,495
307
– –
-72,500
9 10 11 12
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