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
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.94M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.34M
5
STOT icon
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.32%
+2,743
77
$625K 0.3%
+5,958
78
$599K 0.29%
+29,585
79
$576K 0.27%
+16,650
80
$569K 0.27%
+2,731
81
$565K 0.27%
+23,120
82
$565K 0.27%
+18,080
83
$529K 0.25%
+7,955
84
$480K 0.23%
+19,596
85
$429K 0.2%
+3,653
86
$399K 0.19%
+1,134
87
$385K 0.18%
+4,899
88
$362K 0.17%
+12,310
89
$355K 0.17%
+7,225
90
$350K 0.17%
+4,403
91
$346K 0.17%
+5,043
92
$338K 0.16%
+12,597
93
$325K 0.16%
+684
94
$319K 0.15%
+1,070
95
$318K 0.15%
+1,408
96
$316K 0.15%
+3,329
97
$310K 0.15%
+1,200
98
$297K 0.14%
+12,715
99
$296K 0.14%
+2,185
100
$292K 0.14%
+5,754
2 3
4
5 6