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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.2%
28,985
+1,600
27
$1.39M 1.15%
8,508
-116
28
$1.38M 1.15%
11,307
-59
29
$1.37M 1.14%
12,825
-820
30
$1.3M 1.08%
15,280
-965
31
$1.26M 1.05%
5,886
+50
32
$1.26M 1.04%
+25,075
33
$1.25M 1.04%
17,412
+331
34
$1.21M 1.01%
24,668
+13
35
$1.19M 0.99%
12,349
+85
36
$1.16M 0.96%
13,695
-425
37
$1.14M 0.95%
28,970
+836
38
$1.14M 0.95%
9,945
-830
39
$1.09M 0.9%
12,335
+635
40
$1.08M 0.9%
14,052
+339
41
$1.08M 0.89%
7,800
-150
42
$1.07M 0.88%
16,184
-788
43
$1.06M 0.88%
13,980
+700
44
$1.05M 0.87%
4,603
-118
45
$1.02M 0.84%
2,600
46
$997K 0.83%
6,050
+6,000
47
$965K 0.8%
+21,255
48
$928K 0.77%
7,934
-168
49
$920K 0.76%
7,096
+420
50
$896K 0.74%
21,272
+831
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2
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