EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$4.77M
3
+$2.47M
4
ABT icon
Abbott
ABT
+$1.78M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M

Top Sells

1
+$718K
2
+$507K
3
+$429K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$304K
5
NVDA icon
NVIDIA
NVDA
+$204K

Sector Composition

1 Healthcare 21.58%
2 Financials 5.19%
3 Technology 5.12%
4 Consumer Staples 3.6%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.66%
12,685
+265
52
$1.29M 0.65%
13,706
-45
53
$1.21M 0.6%
12,555
+15
54
$1.19M 0.59%
8,286
-50
55
$1.18M 0.59%
+5,506
56
$1.17M 0.58%
5,996
+150
57
$1.17M 0.58%
40,645
+685
58
$1.16M 0.58%
3,004
+30
59
$1.05M 0.52%
15,730
+415
60
$1.04M 0.52%
4,833
-50
61
$1.02M 0.51%
12,327
+1,470
62
$1.01M 0.51%
8,028
-42
63
$987K 0.49%
6,613
+100
64
$973K 0.49%
13,686
+140
65
$940K 0.47%
6,139
+105
66
$929K 0.46%
42,400
+3,175
67
$913K 0.46%
10,831
-255
68
$912K 0.46%
12,802
+101
69
$908K 0.45%
38,665
-4,300
70
$875K 0.44%
12,177
+19
71
$864K 0.43%
13,073
+884
72
$864K 0.43%
10,043
+25
73
$860K 0.43%
19,647
+400
74
$841K 0.42%
6,215
+145
75
$804K 0.4%
31,046
-2,678
1 2
3
4 5