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
$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
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

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
26
$1.41M 1.15%
+54,507
27
$1.36M 1.1%
12,589
-2,246
28
$1.35M 1.09%
64,204
+15,066
29
$1.3M 1.05%
6,920
-3,190
30
$1.29M 1.05%
+18,260
31
$1.25M 1.02%
42,398
-4,838
32
$1.25M 1.01%
13,876
-3,246
33
$1.18M 0.96%
40,023
-76,854
34
$1.18M 0.96%
22,386
-6,648
35
$1.15M 0.93%
11,681
-3,122
36
$1.09M 0.88%
5,350
-550
37
$1.08M 0.87%
9,020
+340
38
$1.07M 0.87%
+35,033
39
$1.03M 0.83%
+11,230
40
$979K 0.79%
11,213
+4,879
41
$974K 0.79%
3,289
-1,632
42
$965K 0.78%
6,858
-4,777
43
$958K 0.78%
10,185
-2,831
44
$955K 0.77%
+34,109
45
$947K 0.77%
57,992
-108,336
46
$894K 0.73%
13,756
+3,681
47
$890K 0.72%
15,410
+3,120
48
$879K 0.71%
22,961
+3,337
49
$874K 0.71%
30,427
-1,938
50
$873K 0.71%
21,018
+14,289
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