EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
1-Year Return
9.57%
This Quarter Return
+6.42%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$0
(0%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-8.58%
Top 10 Holdings %
Top 10 Hldgs %
36.28%
Holding
279
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$10.3M |
| 2 |
Tesla
TSLA
|
$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% |
