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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$154K 0.13%
6,060
-569
102
$150K 0.12%
+3,385
103
$147K 0.12%
6,365
104
$146K 0.12%
700
105
$144K 0.12%
999
-84
106
$144K 0.12%
4,742
107
$142K 0.12%
8,498
-104
108
$139K 0.12%
2,575
-63
109
$129K 0.11%
1,314
110
$122K 0.1%
2,765
-40
111
$97K 0.08%
468
-25
112
$96.6K 0.08%
744
-50
113
$96.5K 0.08%
1,750
-1,751
114
$94.2K 0.08%
563
-100
115
$90.9K 0.08%
243
116
$85K 0.07%
1,797
+1
117
$82.7K 0.07%
550
118
$78K 0.06%
+1,550
119
$76K 0.06%
800
120
$71.9K 0.06%
675
121
$71.6K 0.06%
425
122
$70.7K 0.06%
1,634
123
$66.3K 0.06%
1,285
124
$65.6K 0.05%
353
125
$65.5K 0.05%
385
3 4
5
6 7