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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.7%
13,995
+1,705
52
$749K 0.68%
9,000
+200
53
$744K 0.68%
25,130
-25,625
54
$743K 0.68%
14,559
+10,110
55
$730K 0.66%
9,346
+666
56
$725K 0.66%
13,103
-800
57
$699K 0.64%
7,159
-325
58
$690K 0.63%
12,235
+110
59
$677K 0.62%
4,823
+12
60
$646K 0.59%
10,043
-32
61
$644K 0.59%
13,179
-125
62
$639K 0.58%
7,790
-150
63
$636K 0.58%
18,487
-156
64
$605K 0.55%
4,865
-200
65
$603K 0.55%
9,339
+182
66
$595K 0.54%
14,096
+525
67
$590K 0.54%
6,915
-110
68
$565K 0.51%
5,733
-167
69
$517K 0.47%
11,070
-205
70
$494K 0.45%
3,428
-1,495
71
$464K 0.42%
25,715
+7,860
72
$396K 0.36%
12,885
+11,660
73
$386K 0.35%
10,000
74
$383K 0.35%
8,025
+50
75
$371K 0.34%
5,536
-50
1 2
3
4 5