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
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-20
302
$0 ﹤0.01%
4
303
-2
304
$0 ﹤0.01%
+7
305
-7
306
-4
307
$0 ﹤0.01%
+1
308
-250
309
-39
310
$0 ﹤0.01%
+15
311
-15
312
-100
313
-77
314
-93
315
-27
316
-33
317
$0 ﹤0.01%
+25
318
$0 ﹤0.01%
+5
319
-193
320
-3,669
321
$0 ﹤0.01%
11
-89
322
-50,000
323
-18
324
-5,586
325
-345