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
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

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%
+32
307
$3K ﹤0.01%
+100
308
$3K ﹤0.01%
+66
309
$3K ﹤0.01%
+46
310
$3K ﹤0.01%
+50
311
$3K ﹤0.01%
+100
312
$3K ﹤0.01%
+46
313
$3K ﹤0.01%
+169
314
$3K ﹤0.01%
+1
315
$3K ﹤0.01%
+10
316
$3K ﹤0.01%
+500
317
$3K ﹤0.01%
+143
318
$3K ﹤0.01%
+75
319
$2K ﹤0.01%
+26
320
$2K ﹤0.01%
+9
321
$2K ﹤0.01%
+34
322
$2K ﹤0.01%
+23
323
$2K ﹤0.01%
+53
324
$2K ﹤0.01%
+5
325
$2K ﹤0.01%
+60