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
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.94M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.34M
5
STOT icon
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.16%
+22,684
27
$2.37M 1.13%
+6,601
28
$2.36M 1.13%
+25,820
29
$2.36M 1.13%
+7,020
30
$2.29M 1.09%
+72,934
31
$2.11M 1.01%
+71,950
32
$2.09M 1%
+51,882
33
$2.05M 0.98%
+8,051
34
$2.04M 0.97%
+80,116
35
$2M 0.95%
+33,891
36
$1.93M 0.92%
+2,994
37
$1.9M 0.9%
+31,683
38
$1.85M 0.88%
+11,956
39
$1.84M 0.88%
+55,346
40
$1.83M 0.87%
+12,620
41
$1.8M 0.86%
+9,568
42
$1.79M 0.85%
+20,546
43
$1.78M 0.85%
+10,662
44
$1.69M 0.8%
+65,880
45
$1.66M 0.79%
+47,705
46
$1.65M 0.79%
+10,400
47
$1.59M 0.76%
+31,835
48
$1.57M 0.75%
+32,945
49
$1.54M 0.73%
+14,888
50
$1.51M 0.72%
+32,190
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