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
101
$146K 0.13%
+6,365
102
$145K 0.13%
1,083
103
$143K 0.13%
2,465
104
$142K 0.13%
8,602
+1,514
105
$122K 0.11%
1,314
106
$121K 0.11%
2,805
-35
107
$119K 0.11%
700
108
$115K 0.1%
2,400
109
$106K 0.1%
794
110
$104K 0.09%
663
111
$96.2K 0.09%
493
+42
112
$95.1K 0.09%
243
113
$89.3K 0.08%
1,796
-309
114
$76.9K 0.07%
550
115
$70.1K 0.06%
1,634
116
$69.6K 0.06%
425
117
$66.2K 0.06%
675
118
$63K 0.06%
385
119
$61.8K 0.06%
800
120
$61.3K 0.06%
2,550
121
$60.6K 0.06%
353
-10
122
$60.3K 0.05%
3,669
123
$58.9K 0.05%
1,331
124
$56.6K 0.05%
1,285
125
$53.4K 0.05%
275
-15
3 4
5
6 7