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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.72%
7,633
+1,900
52
$861K 0.71%
33,533
+47
53
$858K 0.71%
5,475
-20
54
$839K 0.7%
7,129
-30
55
$831K 0.69%
9,465
+465
56
$831K 0.69%
13,383
+280
57
$779K 0.65%
13,215
+980
58
$779K 0.65%
9,893
-150
59
$773K 0.64%
15,159
+600
60
$773K 0.64%
18,487
61
$764K 0.63%
13,441
+262
62
$749K 0.62%
9,000
-346
63
$722K 0.6%
4,823
64
$704K 0.58%
+22,585
65
$695K 0.58%
7,533
+618
66
$669K 0.56%
8,090
+300
67
$661K 0.55%
9,387
+48
68
$652K 0.54%
21,170
+8,285
69
$646K 0.54%
10,601
+5,065
70
$587K 0.49%
4,600
-265
71
$579K 0.48%
11,935
+865
72
$551K 0.46%
13,431
-665
73
$535K 0.44%
9,815
-4,180
74
$511K 0.42%
+18,950
75
$509K 0.42%
30,075
+4,360
1 2
3
4 5