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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$559K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.02%
173
152
$21K 0.02%
110
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$21K 0.02%
65
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$21K 0.02%
280
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$21K 0.02%
310
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$21K 0.02%
1,100
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$21K 0.02%
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$20K 0.02%
809
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$20K 0.02%
+70
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$20K 0.02%
700
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$19K 0.02%
750
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$18K 0.02%
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163
$18K 0.02%
628
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$17K 0.02%
397
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$16K 0.02%
345
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$16K 0.02%
677
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$15K 0.01%
+575
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$15K 0.01%
287
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$15K 0.01%
500
170
$14K 0.01%
110
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$14K 0.01%
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$14K 0.01%
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173
$13K 0.01%
51
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174
$13K 0.01%
100
175
$13K 0.01%
100
5 6
7
8 9