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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64.8K 0.05%
3,669
127
$60K 0.05%
400
128
$59.1K 0.05%
242
129
$58.3K 0.05%
2,550
130
$57.3K 0.05%
1,913
-23,217
131
$57.1K 0.05%
1,331
132
$54.5K 0.05%
3,344
133
$53.2K 0.04%
4,530
134
$48.5K 0.04%
2,000
135
$47.1K 0.04%
668
-100
136
$45.2K 0.04%
275
137
$44.7K 0.04%
278
-15
138
$43.1K 0.04%
500
+100
139
$43K 0.04%
493
-19
140
$42.9K 0.04%
1,025
141
$41.6K 0.03%
350
142
$41.6K 0.03%
700
143
$41.1K 0.03%
423
144
$40.6K 0.03%
661
145
$36.8K 0.03%
721
146
$35.9K 0.03%
875
147
$34K 0.03%
300
148
$33.6K 0.03%
562
149
$33K 0.03%
275
150
$32.6K 0.03%
1,564
-10
4 5
6
7 8