EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$4.77M
3
+$2.47M
4
ABT icon
Abbott
ABT
+$1.78M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M

Top Sells

1
+$718K
2
+$507K
3
+$429K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$304K
5
NVDA icon
NVIDIA
NVDA
+$204K

Sector Composition

1 Healthcare 21.58%
2 Financials 5.19%
3 Technology 5.12%
4 Consumer Staples 3.6%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.14%
5,754
102
$268K 0.13%
1,567
103
$264K 0.13%
3,175
-133
104
$263K 0.13%
+5,300
105
$255K 0.13%
+9,000
106
$254K 0.13%
12,600
107
$248K 0.12%
894
108
$246K 0.12%
2,814
109
$231K 0.12%
2,679
110
$224K 0.11%
1,070
111
$216K 0.11%
4,861
+110
112
$215K 0.11%
+2,000
113
$46K 0.02%
19,450
114
– –
-13,440
115
– –
-6,350
1 2 3 4
5