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
$243M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.39M
3 +$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$946K

Top Sells

1 +$3.36M
2 +$716K
3 +$566K
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
-3,643
128
-12,225
129
-10,350
130
-9,800
131
-26,200
132
-8,315