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
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$276K

Sector Composition

1 Healthcare 14.57%
2 Technology 9.92%
3 Financials 8.12%
4 Consumer Staples 4.87%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.1K 0.02%
463
-41
152
$27.1K 0.02%
500
153
$26.1K 0.02%
700
154
$25.6K 0.02%
275
155
$24K 0.02%
173
156
$23.2K 0.02%
300
157
$23.1K 0.02%
287
-45
158
$22.8K 0.02%
809
159
$22.4K 0.02%
400
160
$22K 0.02%
500
161
$21.8K 0.02%
280
162
$21.7K 0.02%
64
-31
163
$21.6K 0.02%
945
-300
164
$20.7K 0.02%
500
+250
165
$20.2K 0.02%
950
+425
166
$20.2K 0.02%
1,500
167
$20.1K 0.02%
109
+1
168
$20K 0.02%
400
169
$19.3K 0.02%
776
170
$18.2K 0.02%
400
+200
171
$17.9K 0.02%
628
172
$17.8K 0.02%
677
173
$17.3K 0.02%
+500
174
$17.1K 0.02%
397
175
$16.6K 0.02%
2,800
5 6
7
8 9