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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Sells

1 +$1.58M
2 +$695K
3 +$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$31.6K 0.03%
86
152
$29.5K 0.02%
335
153
$28.5K 0.02%
550
154
$27.6K 0.02%
700
155
$26.8K 0.02%
287
156
$26.4K 0.02%
500
157
$25.8K 0.02%
445
-18
158
$25.2K 0.02%
550
-7,475
159
$24.4K 0.02%
173
160
$24.2K 0.02%
404
+400
161
$24.1K 0.02%
65
+1
162
$23.8K 0.02%
809
163
$22.7K 0.02%
110
+1
164
$21.3K 0.02%
280
165
$20K 0.02%
500
166
$19.7K 0.02%
2,800
167
$19.3K 0.02%
397
168
$19.2K 0.02%
776
169
$19K 0.02%
100
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170
$18.7K 0.02%
1,500
171
$18.4K 0.02%
628
172
$17.6K 0.01%
500
173
$17.2K 0.01%
677
174
$17.1K 0.01%
345
175
$16.8K 0.01%
110