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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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
127
$54K 0.04%
700
128
$54K 0.04%
985
129
$50K 0.04%
4,050
130
$49K 0.04%
2,205
131
$49K 0.04%
194
132
$49K 0.04%
568
133
$48K 0.04%
872
134
$45K 0.04%
570
135
$45K 0.04%
300
136
$44K 0.04%
500
137
$44K 0.04%
2,075
138
$44K 0.04%
250
139
$41K 0.03%
750
140
$36K 0.03%
1,047
141
$33K 0.03%
135
142
$32K 0.03%
265
143
$30K 0.02%
550
144
$29K 0.02%
122
145
$29K 0.02%
700
146
$28K 0.02%
2,844
147
$28K 0.02%
500
148
$28K 0.02%
900
149
$28K 0.02%
210
150
$25K 0.02%
500
4 5
6
7 8