EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
1-Year Return
9.57%
This Quarter Return
+9.04%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$24.5M
(+14%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
15.34%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
121
New
10
Increased
59
Reduced
29
Closed
7
Top Buys
| 1 |
Caribou Biosciences
CRBU
|
$24.9M |
| 2 |
Apple
AAPL
|
$4.77M |
| 3 |
Amazon
AMZN
|
$2.47M |
| 4 |
Abbott
ABT
|
$1.79M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.66M |
Top Sells
Sector Composition
| 1 | Healthcare | 21.58% |
| 2 | Financials | 5.19% |
| 3 | Technology | 5.12% |
| 4 | Consumer Staples | 3.6% |
| 5 | Consumer Discretionary | 2.38% |
