EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.06M
3
+$1.02M
4
LOUP icon
Innovator Deepwater Frontier Tech ETF
LOUP
+$1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

1
+$2.57M
2
+$2.46M
3
+$1.6M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.35M

Sector Composition

1 Technology 7.42%
2 Financials 6.07%
3 Healthcare 4.02%
4 Consumer Staples 2.9%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.34%
79,105
+761
27
$3.33M 1.32%
55,502
-1,121
28
$3.21M 1.27%
6,444
+8
29
$3.13M 1.24%
63,805
+1,115
30
$3.13M 1.24%
78,874
-900
31
$3.12M 1.24%
5,560
-50
32
$3.03M 1.2%
24,991
-432
33
$2.98M 1.18%
176,628
+919
34
$2.95M 1.17%
105,492
-2,714
35
$2.79M 1.11%
9,619
-198
36
$2.78M 1.1%
67,349
-669
37
$2.69M 1.07%
54,322
+827
38
$2.67M 1.06%
54,090
+12,700
39
$2.58M 1.02%
5,316
+7
40
$2.45M 0.97%
55,904
-24,808
41
$2.39M 0.95%
86,178
-3,247
42
$2.34M 0.93%
23,612
-748
43
$2.33M 0.92%
13,220
+81
44
$2.28M 0.91%
24,907
-26,835
45
$2.25M 0.89%
30,979
-712
46
$2.18M 0.86%
8,001
-76
47
$2.08M 0.83%
42,149
-27,244
48
$2.07M 0.82%
15,222
-54
49
$2.05M 0.81%
40,188
+3,865
50
$2M 0.79%
44,853
-185
1
2
3 4 5