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
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.39M
3
+$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$946K

Top Sells

1
+$3.36M
2
+$716K
3
+$566K
4
BMY icon
Bristol-Myers Squibb
BMY
+$508K
5
PYPL icon
PayPal
PYPL
+$483K

Sector Composition

1 Technology 7.28%
2 Healthcare 7.24%
3 Financials 5.23%
4 Consumer Staples 3.23%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.43%
4,649
-754
77
$1.04M 0.43%
18,050
-2,448
78
$968K 0.4%
14,941
79
$943K 0.39%
11,453
-370
80
$941K 0.39%
5,250
-79
81
$936K 0.39%
4,528
+44
82
$933K 0.38%
10,553
-38
83
$903K 0.37%
25,733
-491
84
$864K 0.36%
5,334
-32
85
$816K 0.34%
16,108
-930
86
$805K 0.33%
2,843
+207
87
$785K 0.32%
1,368
+349
88
$751K 0.31%
+2,265
89
$724K 0.3%
2,047
+91
90
$651K 0.27%
+13,523
91
$549K 0.23%
+7,298
92
$533K 0.22%
8,234
93
$518K 0.21%
+585
94
$516K 0.21%
+10,315
95
$502K 0.21%
3,407
96
$496K 0.2%
5,086
-3,663
97
$486K 0.2%
9,771
+5,573
98
$474K 0.2%
2,037
-25
99
$462K 0.19%
2,702
+1,002
100
$456K 0.19%
7,255
-5,108
2 3
4
5 6