EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.32M
3
+$1.27M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$993K
5
MSFT icon
Microsoft
MSFT
+$933K

Top Sells

1
+$3.34M
2
+$713K
3
+$558K
4
BMY icon
Bristol-Myers Squibb
BMY
+$508K
5
PYPL icon
PayPal
PYPL
+$483K

Sector Composition

1 Technology 7.28%
2 Healthcare 7.24%
3 Financials 5.23%
4 Consumer Staples 3.23%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.09%
+425
127
– –
-12,225
128
– –
-3,643
129
– –
-10,350
130
– –
-9,800
131
– –
-26,200
132
– –
-8,315
2 3 4 5
6