EWM
Elmwood Wealth Management Portfolio holdings
AUM
$317M
1-Year Est. Return
14.12%
This Fund
S&P 500
1 Year Est. Return
+14.12%
AUM
$317M
AUM Growth
+$34.3M
(+12%)
Holding
177
Top Buys
| 1 | +$2.81M | |
| 2 | +$2.35M | |
| 3 | +$2.35M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.14M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.7M |
Top Sells
| 1 | +$2.26M | |
| 2 | +$1.81M | |
| 3 | +$1.81M | |
| 4 |
Innovator Emerging Markets Power Buffer ETF July
EJUL
|
+$1.06M |
| 5 |
Amplify Energy & Natural Resources Covered Call ETF
NDIV
|
+$1.01M |
Sector Composition
| 1 | Technology | 8.97% |
| 2 | Financials | 5.83% |
| 3 | Healthcare | 4.02% |
| 4 | Communication Services | 3.87% |
| 5 | Consumer Staples | 2.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Oracle
ORCL
$428B
| – | – |
-1,185
|
|
||
|
DDFL
177
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$75.2M
| – | – |
-89,857
|
|