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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.24%
27,385
+2,800
27
$1.36M 1.24%
13,043
+27
28
$1.34M 1.22%
16,245
-425
29
$1.32M 1.2%
9,685
-425
30
$1.28M 1.16%
28,134
-900
31
$1.26M 1.15%
24,655
-241
32
$1.24M 1.13%
20,397
-680
33
$1.22M 1.11%
8,624
-384
34
$1.14M 1.04%
17,081
+325
35
$1.13M 1.02%
14,120
-683
36
$1.11M 1.01%
5,836
-210
37
$1.07M 0.98%
12,264
-29
38
$1.03M 0.94%
10,775
-527
39
$985K 0.9%
16,972
-150
40
$982K 0.89%
13,280
+12,280
41
$965K 0.88%
7,950
-3,685
42
$965K 0.88%
4,721
-200
43
$928K 0.84%
13,713
+6,644
44
$921K 0.84%
11,700
-516
45
$890K 0.81%
+2,600
46
$878K 0.8%
20,441
+817
47
$849K 0.77%
8,102
-476
48
$837K 0.76%
33,486
+1,121
49
$817K 0.74%
6,676
-167
50
$771K 0.7%
5,495
-55
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2
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