We are live on ! Find out more
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
in Stake 		Capital Flow
351
– –
-27
352
– –
-33
353
$0 ﹤0.01%
+25
354
– –
-5,586
355
– –
-345
356
– –
-525
357
– –
-40
358
– –
-2
359
– –
-2
360
– –
-100
361
– –
-100
362
$0 ﹤0.01%
1
-149
363
$0 ﹤0.01%
+1
364
– –
-50
365
– –
-171
366
– –
-108
367
– –
-54
368
$0 ﹤0.01%
+1
369
– –
-150
370
– –
-459
371
– –
-10,000
372
– –
-11,800
373
– –
-800
374
– –
-293
375
– –
-1,825
12 13 14
15
16