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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53K 0.05%
400
127
$50.1K 0.05%
242
128
$49.8K 0.05%
4,530
129
$48.9K 0.04%
3,344
130
$48.4K 0.04%
2,000
+1,000
131
$47.5K 0.04%
768
132
$46.3K 0.04%
293
133
$42.7K 0.04%
512
134
$41K 0.04%
+423
135
$41K 0.04%
1,025
136
$38.7K 0.04%
661
-35
137
$38.4K 0.03%
350
138
$37.2K 0.03%
700
139
$37.1K 0.03%
721
140
$32.9K 0.03%
1,574
-6
141
$32.8K 0.03%
403
-216
142
$32K 0.03%
875
143
$31.8K 0.03%
300
144
$31.7K 0.03%
275
145
$31.6K 0.03%
502
+251
146
$30.5K 0.03%
86
147
$29.2K 0.03%
325
148
$29.1K 0.03%
562
149
$28.9K 0.03%
+550
150
$28.6K 0.03%
335
+75
4 5
6
7 8