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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.28%
+1,102
77
$258K 0.25%
+5,930
78
$257K 0.25%
+4,225
79
$249K 0.24%
+4,000
80
$236K 0.23%
+6,729
81
$232K 0.22%
+2,336
82
$227K 0.22%
+4,449
83
$223K 0.21%
+5,000
84
$222K 0.21%
+2,346
85
$216K 0.21%
+1,473
86
$201K 0.19%
+4,000
87
$200K 0.19%
+4,000
88
$191K 0.18%
+5,600
89
$189K 0.18%
+1,394
90
$179K 0.17%
+974
91
$178K 0.17%
+6,629
92
$170K 0.16%
+2,638
93
$165K 0.16%
+1,195
94
$164K 0.16%
+4,742
95
$160K 0.15%
+6,250
96
$159K 0.15%
+1,083
97
$146K 0.14%
+3,050
98
$128K 0.12%
+2,465
99
$120K 0.11%
+1,314
100
$119K 0.11%
+7,088
2 3
4
5 6