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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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
28
$1.35M 1.09%
64,204
29
$1.3M 1.05%
6,920
30
$1.29M 1.05%
18,260
31
$1.25M 1.02%
42,398
32
$1.25M 1.01%
13,876
33
$1.18M 0.96%
40,023
34
$1.18M 0.96%
22,386
35
$1.15M 0.93%
11,681
36
$1.09M 0.88%
5,350
37
$1.08M 0.87%
9,020
38
$1.07M 0.87%
35,033
39
$1.03M 0.83%
11,230
40
$979K 0.79%
11,213
41
$974K 0.79%
3,289
42
$965K 0.78%
6,858
43
$958K 0.78%
10,185
44
$955K 0.77%
34,109
45
$947K 0.77%
57,992
46
$894K 0.73%
13,756
47
$890K 0.72%
15,410
48
$879K 0.71%
22,961
49
$874K 0.71%
30,427
50
$873K 0.71%
21,018
1
2
3 4 5