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
176
$13.2K 0.01%
+444
177
$13.1K 0.01%
+240
178
$12.9K 0.01%
+100
179
$12.2K 0.01%
+497
180
$11.7K 0.01%
+50
181
$11.5K 0.01%
+50
182
$11.4K 0.01%
+33
183
$11.3K 0.01%
+146
184
$11.2K 0.01%
+100
185
$11K 0.01%
+525
186
$10.4K 0.01%
+250
187
$9.96K 0.01%
+139
188
$9.84K 0.01%
+200
189
$9.24K 0.01%
+100
190
$9.18K 0.01%
+50
191
$9.13K 0.01%
+125
192
$9.1K 0.01%
+200
193
$8.98K 0.01%
+352
194
$8.96K 0.01%
+171
195
$8.79K 0.01%
+500
196
$8.31K 0.01%
+150
197
$8.27K 0.01%
+300
198
$8.1K 0.01%
+110
199
$7.73K 0.01%
+262
200
$7.72K 0.01%
+193
6 7
8
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