EWM

Elmwood Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
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

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.94M

Top Sells

1
+$2.96M
2
+$2.73M
3
+$2.56M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.42M
5
EDIT icon
Editas Medicine
EDIT
+$2.01M

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
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