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EWM

Elmwood Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.31M
3
+$640K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$616K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$590K

Top Sells

1
+$1.13M
2
+$1.03M
3
+$960K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$944K
5
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$937K

Sector Composition

1 Healthcare 9.62%
2 Financials 5.36%
3 Consumer Staples 4.66%
4 Technology 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.12%
4,597
102
$238K 0.12%
2,879
+165
103
$220K 0.11%
2,679
104
$220K 0.11%
3,817
+430
105
$214K 0.11%
894
106
$201K 0.1%
4,000
107
$18K 0.01%
13,450
108
– –
-500
109
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-77
110
– –
-640
111
– –
-66
112
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-350
113
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114
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115
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-543
116
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-46
117
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118
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-34
119
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-23,120
120
– –
-1,310
121
– –
-900
122
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-630
123
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-50
124
– –
-149
125
– –
-500
3 4
5
6 7