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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48.2K 0.05%
+4,530
127
$48K 0.05%
+1,825
128
$47.8K 0.05%
+400
129
$46.7K 0.04%
+619
130
$46.3K 0.04%
+290
131
$42.9K 0.04%
+1,025
132
$42.3K 0.04%
+293
133
$41K 0.04%
+696
134
$39.4K 0.04%
+512
135
$37.6K 0.04%
+1,225
136
$37.2K 0.04%
+721
137
$37.1K 0.04%
+350
138
$35.3K 0.03%
+700
139
$33K 0.03%
+300
140
$32.1K 0.03%
+275
141
$31.2K 0.03%
+95
142
$30.2K 0.03%
+1,580
143
$29.7K 0.03%
+875
144
$29.4K 0.03%
+504
145
$29.4K 0.03%
+86
146
$28.9K 0.03%
+332
147
$27.8K 0.03%
+325
148
$27.2K 0.03%
+562
149
$27.2K 0.03%
+275
150
$27.1K 0.03%
+173
4 5
6
7 8