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
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.39M
3
+$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$946K

Top Sells

1
+$3.36M
2
+$716K
3
+$566K
4
BMY icon
Bristol-Myers Squibb
BMY
+$508K
5
PYPL icon
PayPal
PYPL
+$483K

Sector Composition

1 Technology 7.28%
2 Healthcare 7.24%
3 Financials 5.23%
4 Consumer Staples 3.23%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.3%
16,947
-78
27
$3.08M 1.27%
209,880
+4,398
28
$3.02M 1.25%
83,630
+1,767
29
$2.99M 1.23%
59,405
+16,240
30
$2.91M 1.2%
104,048
+973
31
$2.88M 1.19%
50,115
+7,929
32
$2.87M 1.18%
5,815
-68
33
$2.87M 1.18%
74,432
+8,548
34
$2.85M 1.17%
59,508
+5,543
35
$2.84M 1.17%
72,878
+970
36
$2.73M 1.12%
6,335
+2,182
37
$2.62M 1.08%
52,045
+1,799
38
$2.57M 1.06%
22,788
+11,663
39
$2.48M 1.02%
5,387
-33
40
$2.48M 1.02%
26,987
-196
41
$2.47M 1.02%
86,535
-13,340
42
$2.43M 1%
20,003
+7,793
43
$2.28M 0.94%
33,627
+348
44
$2.22M 0.91%
13,374
-141
45
$2.14M 0.88%
10,157
-108
46
$2.01M 0.83%
42,284
+29,098
47
$2M 0.82%
23,821
+1,709
48
$1.98M 0.82%
45,953
+5,318
49
$1.94M 0.8%
20,311
-2,649
50
$1.89M 0.78%
6,804
-223
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