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
$200M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$4.77M
3
+$2.47M
4
ABT icon
Abbott
ABT
+$1.78M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M

Top Sells

1
+$718K
2
+$507K
3
+$429K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$304K
5
NVDA icon
NVIDIA
NVDA
+$204K

Sector Composition

1 Healthcare 21.58%
2 Financials 5.19%
3 Technology 5.12%
4 Consumer Staples 3.6%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.39%
40,876
+5,445
77
$776K 0.39%
15,451
-162
78
$755K 0.38%
5,932
-25
79
$739K 0.37%
4,426
+305
80
$735K 0.37%
9,378
-1,265
81
$708K 0.35%
3,985
+100
82
$689K 0.34%
9,067
-880
83
$670K 0.33%
21,251
-1,320
84
$641K 0.32%
4,436
+90
85
$548K 0.27%
+4,210
86
$544K 0.27%
5,848
87
$541K 0.27%
14,994
88
$524K 0.26%
34,640
-280
89
$511K 0.26%
17,500
+5,500
90
$494K 0.25%
2,755
91
$467K 0.23%
3,251
+126
92
$372K 0.19%
22,860
+670
93
$348K 0.17%
1,311
94
$345K 0.17%
965
+281
95
$331K 0.17%
7,950
+1,190
96
$330K 0.16%
4,769
+50
97
$319K 0.16%
4,693
98
$316K 0.16%
15,629
+1,129
99
$295K 0.15%
24,125
-16,025
100
$293K 0.15%
2,185
1 2 3
4
5