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
176
$16.4K 0.01%
345
177
$15.5K 0.01%
70
+20
178
$15.4K 0.01%
332
179
$14.9K 0.01%
110
180
$14.4K 0.01%
100
181
$14.2K 0.01%
50
182
$13.9K 0.01%
131
183
$13.6K 0.01%
100
184
$13.6K 0.01%
185
+75
185
$13.5K 0.01%
240
186
$12.8K 0.01%
497
187
$11.9K 0.01%
+1,256
188
$11.8K 0.01%
146
189
$11.4K 0.01%
33
190
$10.9K 0.01%
200
191
$10.9K 0.01%
300
192
$10.5K 0.01%
100
193
$10.5K 0.01%
100
194
$10.4K 0.01%
363
-81
195
$10.2K 0.01%
+50
196
$9.61K 0.01%
125
197
$9.48K 0.01%
171
198
$9.28K 0.01%
50
199
$9.17K 0.01%
150
200
$9.05K 0.01%
139
6 7
8
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