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
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.69%
+31,585
52
$837K 0.68%
11,379
-1,925
53
$828K 0.67%
4,895
-4,113
54
$816K 0.66%
+17,137
55
$792K 0.64%
4,434
-1,612
56
$763K 0.62%
17,068
+12,843
57
$761K 0.62%
7,083
-857
58
$752K 0.61%
3,891
+3,491
59
$750K 0.61%
6,579
-264
60
$748K 0.61%
3,761
-1,789
61
$745K 0.6%
14,535
+3,260
62
$655K 0.53%
11,147
-2,756
63
$649K 0.53%
2,510
-2,413
64
$623K 0.51%
8,820
-22,260
65
$620K 0.5%
+7,758
66
$614K 0.5%
19,786
+1,143
67
$596K 0.48%
5,857
-8,788
68
$588K 0.48%
5,272
-3,306
69
$553K 0.45%
+5,490
70
$497K 0.4%
3,860
+3,600
71
$486K 0.39%
3,104
-1,707
72
$416K 0.34%
6,928
+6,848
73
$378K 0.31%
+29,725
74
$375K 0.3%
6,544
-5,581
75
$375K 0.3%
7,525
+5,125
1 2
3
4 5