EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.06M
3
+$1.02M
4
LOUP icon
Innovator Deepwater Frontier Tech ETF
LOUP
+$1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

1
+$2.57M
2
+$2.46M
3
+$1.6M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.35M

Sector Composition

1 Technology 7.42%
2 Financials 6.07%
3 Healthcare 4.02%
4 Consumer Staples 2.9%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.79%
11,295
-26
52
$1.94M 0.77%
2,461
-21
53
$1.89M 0.75%
46,563
+1,299
54
$1.68M 0.67%
5,388
-40
55
$1.65M 0.65%
19,924
-962
56
$1.59M 0.63%
33,162
+6,949
57
$1.52M 0.6%
4,580
-37
58
$1.49M 0.59%
16,364
59
$1.46M 0.58%
5,463
60
$1.44M 0.57%
20,452
-6
61
$1.34M 0.53%
4,469
62
$1.33M 0.53%
10,724
-928
63
$1.32M 0.52%
3,710
-150
64
$1.29M 0.51%
50,874
-1,500
65
$1.28M 0.51%
12,270
66
$1.27M 0.5%
5,511
-25
67
$1.25M 0.5%
5,723
+1
68
$1.25M 0.49%
6,314
-115
69
$1.23M 0.49%
9,280
-70
70
$1.16M 0.46%
4,315
-7
71
$1.13M 0.45%
5,513
-100
72
$1.06M 0.42%
6,680
-67
73
$1.04M 0.41%
4,484
-44
74
$1.02M 0.4%
+36,308
75
$973K 0.39%
17,224
+19
1 2
3
4 5