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
$248M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Sells

1 +$3.33M
2 +$3.08M
3 +$1.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$773K
5
UBER icon
Uber
UBER
+$549K

Sector Composition

1 Technology 7.48%
2 Healthcare 5.81%
3 Financials 5.77%
4 Consumer Staples 3.05%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$238K 0.1%
4,550
127
$200K 0.08%
+675
128
$92.7K 0.04%
+26,200
129
-120,818
130
-7,255
131
-209,880
132
-425
133
-1,714
134
-62,839
135
-7,298