EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$4.77M
3
+$2.47M
4
ABT icon
Abbott
ABT
+$1.78M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M

Top Sells

1
+$718K
2
+$507K
3
+$429K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$304K
5
NVDA icon
NVIDIA
NVDA
+$204K

Sector Composition

1 Healthcare 21.58%
2 Financials 5.19%
3 Technology 5.12%
4 Consumer Staples 3.6%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.2%
83,986
+7,050
27
$2.38M 1.19%
14,611
+240
28
$2.28M 1.14%
45,935
+5,000
29
$2.24M 1.12%
9,790
-28
30
$2.23M 1.11%
80,386
+3,140
31
$2.09M 1.04%
148,308
-7,575
32
$1.93M 0.96%
45,452
+3,170
33
$1.88M 0.94%
6,601
+120
34
$1.86M 0.93%
63,119
+3,675
35
$1.78M 0.89%
+18,443
36
$1.75M 0.88%
18,350
+290
37
$1.75M 0.87%
40,774
+1,406
38
$1.69M 0.84%
7,261
+140
39
$1.66M 0.83%
+6,223
40
$1.59M 0.79%
21,251
-1,799
41
$1.53M 0.77%
9,386
+211
42
$1.44M 0.72%
23,631
+350
43
$1.44M 0.72%
15,088
+175
44
$1.44M 0.72%
19,865
-265
45
$1.43M 0.71%
59,116
-21,000
46
$1.41M 0.71%
74,738
-4,018
47
$1.4M 0.7%
57,777
+1,300
48
$1.38M 0.69%
32,970
+60
49
$1.36M 0.68%
35,295
+215
50
$1.33M 0.67%
23,071
-2,705
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