EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
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
326
$2K ﹤0.01%
+75
327
$2K ﹤0.01%
+12
328
$2K ﹤0.01%
+80
329
$2K ﹤0.01%
+13
330
$1K ﹤0.01%
+150
331
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+15
332
$1K ﹤0.01%
+38
333
$1K ﹤0.01%
+27
334
$1K ﹤0.01%
+29
335
$1K ﹤0.01%
+22
336
$1K ﹤0.01%
+25
337
$1K ﹤0.01%
+192
338
$1K ﹤0.01%
+45
339
$1K ﹤0.01%
+25
340
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+20
341
$1K ﹤0.01%
+150
342
$1K ﹤0.01%
+11
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$1K ﹤0.01%
+34
344
$1K ﹤0.01%
+73
345
$0 ﹤0.01%
+15
346
$0 ﹤0.01%
+4
347
$0 ﹤0.01%
+12
348
$0 ﹤0.01%
+9
349
$0 ﹤0.01%
+24
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