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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.33%
6,675
+2,450
77
$346K 0.32%
13,800
+2,000
78
$313K 0.28%
3,745
-300
79
$292K 0.27%
1,077
-25
80
$292K 0.27%
5,977
-17
81
$286K 0.26%
8,600
+3,000
82
$264K 0.24%
7,559
+830
83
$264K 0.24%
37,458
+18,729
84
$258K 0.23%
5,930
85
$232K 0.21%
5,000
86
$229K 0.21%
1,472
-1
87
$227K 0.21%
4,000
88
$217K 0.2%
2,346
89
$201K 0.18%
4,000
90
$201K 0.18%
4,000
91
$195K 0.18%
1,294
-100
92
$189K 0.17%
2,336
93
$179K 0.16%
3,501
+1,751
94
$172K 0.16%
2,638
95
$161K 0.15%
6,629
96
$160K 0.15%
974
97
$158K 0.14%
6,250
98
$158K 0.14%
1,142
-53
99
$153K 0.14%
3,050
100
$152K 0.14%
4,742
2 3
4
5 6