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
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.39M
3
+$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$946K

Top Sells

1
+$3.36M
2
+$716K
3
+$566K
4
BMY icon
Bristol-Myers Squibb
BMY
+$508K
5
PYPL icon
PayPal
PYPL
+$483K

Sector Composition

1 Technology 7.28%
2 Healthcare 7.24%
3 Financials 5.23%
4 Consumer Staples 3.23%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.77%
73,016
+11,076
52
$1.81M 0.75%
15,906
-233
53
$1.81M 0.75%
6,623
-319
54
$1.74M 0.72%
42,632
+2,379
55
$1.73M 0.71%
10,191
-198
56
$1.7M 0.7%
62,839
-1,837
57
$1.63M 0.67%
2,625
-13
58
$1.63M 0.67%
20,258
-191
59
$1.6M 0.66%
9,595
-75
60
$1.48M 0.61%
57,766
+16,412
61
$1.46M 0.6%
56,560
+100
62
$1.39M 0.57%
67,774
+600
63
$1.36M 0.56%
6,112
-149
64
$1.35M 0.56%
5,783
-33
65
$1.35M 0.56%
5,473
+62
66
$1.33M 0.55%
12,270
+400
67
$1.27M 0.52%
4,717
-3
68
$1.27M 0.52%
13,152
+18
69
$1.23M 0.51%
7,081
-100
70
$1.19M 0.49%
20,765
+600
71
$1.18M 0.49%
48,038
-78
72
$1.16M 0.48%
14,725
73
$1.13M 0.47%
4,432
-42
74
$1.11M 0.46%
5,613
75
$1.09M 0.45%
3,960
1 2
3
4 5