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
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.39M
3
+$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$946K

Top Sells

1
+$3.36M
2
+$716K
3
+$566K
4
BMY icon
Bristol-Myers Squibb
BMY
+$508K
5
PYPL icon
PayPal
PYPL
+$483K

Sector Composition

1 Technology 7.28%
2 Healthcare 7.24%
3 Financials 5.23%
4 Consumer Staples 3.23%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.18%
2,185
-100
102
$418K 0.17%
2,582
+470
103
$407K 0.17%
6,500
-75
104
$400K 0.16%
1,685
+113
105
$397K 0.16%
3,273
106
$390K 0.16%
10,300
+3,000
107
$361K 0.15%
446
108
$361K 0.15%
4,000
109
$343K 0.14%
9,300
+1,000
110
$326K 0.13%
942
111
$318K 0.13%
11,478
112
$313K 0.13%
2,711
-107
113
$308K 0.13%
4,890
114
$306K 0.13%
2,659
115
$301K 0.12%
2,647
116
$300K 0.12%
10,376
-37
117
$299K 0.12%
7,607
-336
118
$266K 0.11%
1,070
119
$261K 0.11%
+5,322
120
$254K 0.1%
3,384
-400
121
$235K 0.1%
1,355
122
$232K 0.1%
4,550
123
$222K 0.09%
848
-455
124
$213K 0.09%
+7,000
125
$208K 0.09%
+1,714
2 3 4
5
6