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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$559K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.05%
210
-32
127
$47K 0.05%
2,000
128
$46K 0.04%
700
129
$45K 0.04%
668
130
$45K 0.04%
4,530
131
$44K 0.04%
3,344
132
$43K 0.04%
1,990
-4,375
133
$43K 0.04%
661
134
$38K 0.04%
1,095
+220
135
$37K 0.04%
721
136
$36K 0.03%
275
137
$35K 0.03%
350
138
$33K 0.03%
+1,000
139
$30K 0.03%
335
140
$29K 0.03%
300
141
$28K 0.03%
275
142
$27K 0.03%
+600
143
$26K 0.03%
550
144
$26K 0.03%
86
145
$26K 0.03%
500
146
$24K 0.02%
414
-31
147
$23K 0.02%
880
-1,033
148
$23K 0.02%
500
-62
149
$23K 0.02%
+200
150
$23K 0.02%
+1,000
4 5
6
7 8