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EWM
Elmwood Wealth Management Portfolio holdings
AUM
$400M
1-Year Est. Return
17.81%
This Fund
S&P 500
This Quarter
Est. Return
+3.17%
1 Year Est. Return
+17.81%
3 Year Est. Return
+37.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
99.45%
Top 10 Holdings %
Top 10 Hldgs %
29.63%
Holding
320
New
320
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.69M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.3M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$6.11M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.75M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$4.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 12.29% |
| 2 | Technology | 7.51% |
| 3 | Financials | 7.18% |
| 4 | Consumer Discretionary | 4.71% |
| 5 | Consumer Staples | 4.42% |
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Elmwood Wealth Management's Q1 2021 Portfolio in Review
Q1 2021 is the first quarter with a 13F filing on record for Elmwood Wealth Management, which disclosed 320 positions worth $164M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is JPMorgan Ultra-Short Income ETF: 131,829 shares worth $6.69M.
By sector, the portfolio is most concentrated in Healthcare at 12% of assets, followed by Technology and Financials.
- Elmwood Wealth Management's largest Q1 2021 buy was JPMorgan Ultra-Short Income ETF: 131,829 shares worth $6.69M.
- Elmwood Wealth Management's ten largest holdings make up 30% of its $164M portfolio in Q1 2021.
- Elmwood Wealth Management disclosed 320 positions in Q1 2021, its first 13F filing on record.
Based on Elmwood Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.