EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
This Quarter Return
+3.17%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.63%
Holding
320
New
320
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.69M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.3M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$6.11M |
| 4 |
Intellia Therapeutics
NTLA
|
$5.39M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.29% |
| 2 | Technology | 7.51% |
| 3 | Financials | 7.18% |
| 4 | Consumer Discretionary | 4.71% |
| 5 | Consumer Staples | 4.43% |
