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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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
53
$828K 0.67%
4,895
54
$816K 0.66%
17,137
55
$792K 0.64%
4,434
56
$763K 0.62%
17,068
57
$761K 0.62%
7,083
58
$752K 0.61%
3,891
59
$750K 0.61%
6,579
60
$748K 0.61%
3,761
61
$745K 0.6%
14,535
62
$655K 0.53%
11,147
63
$649K 0.53%
2,510
64
$623K 0.51%
8,820
65
$620K 0.5%
7,758
66
$614K 0.5%
19,786
67
$596K 0.48%
5,857
68
$588K 0.48%
5,272
69
$553K 0.45%
5,490
70
$497K 0.4%
3,860
71
$486K 0.39%
3,104
72
$416K 0.34%
6,928
73
$378K 0.31%
29,725
74
$375K 0.3%
6,544
75
$375K 0.3%
7,525
1 2
3
4 5