EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.1%
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 Buys

1
+$10.7M
2
+$7.94M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.34M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$4.43M

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
301
$4K ﹤0.01%
+245
302
$4K ﹤0.01%
+33
303
$4K ﹤0.01%
+66
304
$4K ﹤0.01%
+41
305
$4K ﹤0.01%
+11
306
$3K ﹤0.01%
+50
307
$3K ﹤0.01%
+100
308
$3K ﹤0.01%
+46
309
$3K ﹤0.01%
+169
310
$3K ﹤0.01%
+75
311
$3K ﹤0.01%
+1
312
$3K ﹤0.01%
+32
313
$3K ﹤0.01%
+100
314
$3K ﹤0.01%
+66
315
$3K ﹤0.01%
+46
316
$3K ﹤0.01%
+10
317
$3K ﹤0.01%
+500
318
$3K ﹤0.01%
+143
319
$2K ﹤0.01%
+9
320
$2K ﹤0.01%
+34
321
$2K ﹤0.01%
+23
322
$2K ﹤0.01%
+53
323
$2K ﹤0.01%
+5
324
$2K ﹤0.01%
+60
325
$2K ﹤0.01%
+75
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