EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
This Quarter Return
+3.45%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.84%
Holding
376
New
376
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
