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
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.1%
1,314
102
$117K 0.09%
12,320
+9,520
103
$116K 0.09%
2,106
-944
104
$111K 0.09%
+2,300
105
$105K 0.09%
570
-93
106
$101K 0.08%
445
+155
107
$101K 0.08%
1,750
108
$100K 0.08%
866
-217
109
$83K 0.07%
388
+3
110
$82K 0.07%
375
-25
111
$82K 0.07%
2,075
-11,496
112
$80K 0.06%
1,300
-31
113
$80K 0.06%
+595
114
$76K 0.06%
210
-32
115
$68K 0.06%
150
-93
116
$68K 0.06%
945
-300
117
$65K 0.05%
683
+8
118
$63K 0.05%
400
-150
119
$63K 0.05%
1,054
-1,051
120
$61K 0.05%
425
121
$61K 0.05%
+1,075
122
$60K 0.05%
2,572
-67
123
$58K 0.05%
+4,000
124
$58K 0.05%
1,135
-15,621
125
$55K 0.04%
661
-35
3 4
5
6 7