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
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.94M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.34M
5
STOT icon
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.72%
+17,830
52
$1.49M 0.71%
+8,722
53
$1.48M 0.7%
+33,972
54
$1.44M 0.69%
+8,813
55
$1.38M 0.66%
+45,285
56
$1.35M 0.64%
+13,982
57
$1.33M 0.63%
+4,533
58
$1.24M 0.59%
+4,906
59
$1.21M 0.58%
+10,332
60
$1.14M 0.54%
+19,247
61
$1.12M 0.53%
+6,428
62
$1.06M 0.51%
+40,023
63
$1.03M 0.49%
+13,862
64
$986K 0.47%
+6,057
65
$986K 0.47%
+11,721
66
$961K 0.46%
+6,144
67
$944K 0.45%
+17,118
68
$918K 0.44%
+10,255
69
$916K 0.44%
+14,688
70
$887K 0.42%
+10,137
71
$842K 0.4%
+3,885
72
$839K 0.4%
+27,985
73
$835K 0.4%
+3,561
74
$785K 0.37%
+8,408
75
$773K 0.37%
+5,820
1 2
3
4 5