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
$234M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.34M
3
+$3.72M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.02M

Top Sells

1
+$406K
2
+$384K
3
+$319K
4
SCHW icon
Charles Schwab
SCHW
+$104K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$91.5K

Sector Composition

1 Healthcare 11.85%
2 Financials 5.66%
3 Technology 5.65%
4 Consumer Staples 3.26%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.76%
2,738
+1,123
52
$1.76M 0.75%
4,178
+158
53
$1.69M 0.73%
39,300
+22,815
54
$1.69M 0.72%
13,779
+1,343
55
$1.55M 0.66%
38,297
+21,554
56
$1.51M 0.65%
+18,741
57
$1.49M 0.64%
13,870
-50
58
$1.49M 0.64%
61,765
+33,108
59
$1.48M 0.64%
9,745
+752
60
$1.45M 0.62%
4,970
+1,686
61
$1.42M 0.61%
57,724
+40,280
62
$1.39M 0.59%
5,703
+3,306
63
$1.37M 0.59%
5,566
+1,233
64
$1.36M 0.58%
5,916
+1,518
65
$1.32M 0.56%
6,386
+2,814
66
$1.19M 0.51%
7,305
+1,926
67
$1.16M 0.5%
48,116
+116
68
$1.13M 0.48%
14,719
+719
69
$1.11M 0.47%
3,960
+698
70
$1.1M 0.47%
6,013
-198
71
$1.08M 0.46%
+11,960
72
$1.08M 0.46%
14,917
-1,444
73
$1.08M 0.46%
13,478
+5,783
74
$1.06M 0.45%
4,599
+1,359
75
$1.05M 0.45%
21,402
+8,905
1 2
3
4 5