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
326
$2K ﹤0.01%
+75
327
$2K ﹤0.01%
+12
328
$2K ﹤0.01%
+80
329
$2K ﹤0.01%
+13
330
$1K ﹤0.01%
+29
331
$1K ﹤0.01%
+22
332
$1K ﹤0.01%
+25
333
$1K ﹤0.01%
+192
334
$1K ﹤0.01%
+45
335
$1K ﹤0.01%
+11
336
$1K ﹤0.01%
+34
337
$1K ﹤0.01%
+73
338
$1K ﹤0.01%
+150
339
$1K ﹤0.01%
+38
340
$1K ﹤0.01%
+27
341
$1K ﹤0.01%
+500
342
$1K ﹤0.01%
+20
343
$1K ﹤0.01%
+150
344
$1K ﹤0.01%
+15
345
$0 ﹤0.01%
+15
346
$0 ﹤0.01%
+4
347
$0 ﹤0.01%
+12
348
$0 ﹤0.01%
+6
349
$0 ﹤0.01%
+24