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
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.94M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.34M
5
STOT icon
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.11%
+11,882
102
$218K 0.1%
+4,597
103
$216K 0.1%
+4,372
104
$208K 0.1%
+3,387
105
$205K 0.1%
+894
106
$205K 0.1%
+2,679
107
$202K 0.1%
+4,000
108
$200K 0.1%
+4,000
109
$179K 0.09%
+533
110
$173K 0.08%
+1,860
111
$172K 0.08%
+1,319
112
$170K 0.08%
+1,314
113
$169K 0.08%
+1,938
114
$166K 0.08%
+1,243
115
$166K 0.08%
+2,714
116
$165K 0.08%
+496
117
$163K 0.08%
+1,355
118
$160K 0.08%
+385
119
$158K 0.08%
+2,366
120
$155K 0.07%
+5,100
121
$154K 0.07%
+26
122
$153K 0.07%
+570
123
$149K 0.07%
+1,002
124
$147K 0.07%
+2,820
125
$146K 0.07%
+2,600
3 4
5
6 7