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
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.04%
1,150
-57,230
127
$54K 0.04%
700
128
$54K 0.04%
985
-300
129
$50K 0.04%
4,050
-480
130
$49K 0.04%
+2,205
131
$49K 0.04%
194
-257
132
$49K 0.04%
+568
133
$48K 0.04%
872
-33,365
134
$45K 0.04%
+570
135
$45K 0.04%
300
136
$44K 0.04%
500
-268
137
$44K 0.04%
2,075
-2,667
138
$44K 0.04%
250
+77
139
$41K 0.03%
+750
140
$36K 0.03%
1,047
-1,489
141
$33K 0.03%
135
-228
142
$32K 0.03%
265
-10
143
$30K 0.02%
550
-171
144
$29K 0.02%
122
+14
145
$29K 0.02%
700
146
$28K 0.02%
2,844
-500
147
$28K 0.02%
500
-375
148
$28K 0.02%
+900
149
$28K 0.02%
210
-140
150
$25K 0.02%
+575
4 5
6
7 8