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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25.1K 0.02%
+500
152
$24.3K 0.02%
+1,000
153
$24.3K 0.02%
+809
154
$24K 0.02%
+700
155
$22.1K 0.02%
+1,245
156
$21.8K 0.02%
+280
157
$21.7K 0.02%
+300
158
$21.4K 0.02%
+260
159
$20.3K 0.02%
+1,500
160
$20.1K 0.02%
+400
161
$19.3K 0.02%
+776
162
$18.5K 0.02%
+108
163
$17.8K 0.02%
+150
164
$17.8K 0.02%
+628
165
$17K 0.02%
+397
166
$16.2K 0.02%
+2,800
167
$16.2K 0.02%
+110
168
$16.2K 0.02%
+345
169
$16.2K 0.02%
+677
170
$15.9K 0.02%
+500
171
$15.3K 0.01%
+400
172
$15.3K 0.01%
+251
173
$14.6K 0.01%
+332
174
$14.1K 0.01%
+131
175
$13.7K 0.01%
+100
5 6
7
8 9