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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.71%
+7,484
52
$716K 0.68%
+4,923
53
$688K 0.66%
+8,680
54
$673K 0.64%
+12,290
55
$668K 0.64%
+12,125
56
$668K 0.64%
+8,800
57
$656K 0.63%
+7,940
58
$653K 0.62%
+4,811
59
$638K 0.61%
+13,571
60
$628K 0.6%
+18,643
61
$627K 0.6%
+10,075
62
$623K 0.6%
+50,000
63
$606K 0.58%
+7,025
64
$594K 0.57%
+12,152
65
$538K 0.51%
+5,900
66
$533K 0.51%
+5,065
67
$512K 0.49%
+7,069
68
$451K 0.43%
+11,275
69
$425K 0.41%
+7,975
70
$389K 0.37%
+10,000
71
$362K 0.35%
+5,586
72
$343K 0.33%
+4,045
73
$336K 0.32%
+17,855
74
$296K 0.28%
+11,800
75
$293K 0.28%
+5,994
1 2
3
4 5