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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$559K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$118K 0.11%
18,729
102
$115K 0.11%
8,120
-378
103
$102K 0.1%
4,735
-1,325
104
$100K 0.1%
2,724
-41
105
$100K 0.1%
563
106
$95K 0.09%
872
-127
107
$93K 0.09%
2,575
108
$87K 0.08%
1,847
+50
109
$86K 0.08%
961
+461
110
$82K 0.08%
550
111
$81K 0.08%
469
+1
112
$80K 0.08%
744
113
$76K 0.07%
975
-34,912
114
$68K 0.07%
441
+88
115
$66K 0.06%
2,700
+150
116
$65K 0.06%
243
117
$64K 0.06%
675
118
$62K 0.06%
2,075
-2,667
119
$62K 0.06%
466
+41
120
$61K 0.06%
1,634
121
$58K 0.06%
1,285
122
$57K 0.06%
3,669
123
$54K 0.05%
385
124
$53K 0.05%
400
125
$52K 0.05%
1,331
3 4
5
6 7