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
301
$1K ﹤0.01%
+9
302
$1K ﹤0.01%
+27
303
$1K ﹤0.01%
+15
304
$1K ﹤0.01%
+29
305
$0 ﹤0.01%
+15
306
$0 ﹤0.01%
+4
307
$0 ﹤0.01%
+12
308
$0 ﹤0.01%
+13
9 10 11 12
13