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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.27%
+29,034
27
$1.3M 1.24%
+24,896
28
$1.26M 1.21%
+21,077
29
$1.24M 1.19%
+16,670
30
$1.22M 1.17%
+24,585
31
$1.21M 1.16%
+9,008
32
$1.21M 1.15%
+6,046
33
$1.18M 1.12%
+10,110
34
$1.13M 1.08%
+16,756
35
$1.09M 1.04%
+17,325
36
$1.07M 1.02%
+12,293
37
$1.04M 0.99%
+49,138
38
$992K 0.95%
+11,302
39
$984K 0.94%
+14,803
40
$967K 0.93%
+12,216
41
$950K 0.91%
+6,843
42
$911K 0.87%
+17,122
43
$879K 0.84%
+13,903
44
$862K 0.82%
+8,578
45
$853K 0.82%
+4,921
46
$841K 0.8%
+19,624
47
$831K 0.8%
+32,365
48
$824K 0.79%
+86,506
49
$770K 0.74%
+13,304
50
$761K 0.73%
+5,550
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