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 Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

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
176
$16.7K 0.01%
945
177
$16.4K 0.01%
203
-200
178
$15.9K 0.01%
332
179
$15.8K 0.01%
251
-251
180
$15.6K 0.01%
100
181
$15.3K 0.01%
71
+1
182
$14.9K 0.01%
50
183
$14K 0.01%
185
184
$14K 0.01%
240
185
$13.6K 0.01%
125
186
$13.3K 0.01%
33
187
$12.9K 0.01%
1,256
188
$12.5K 0.01%
494
-3
189
$12.2K 0.01%
146
190
$11.9K 0.01%
200
191
$11.4K 0.01%
363
192
$11.3K 0.01%
150
-150
193
$11.1K 0.01%
101
+1
194
$10.8K 0.01%
50
195
$10.5K 0.01%
100
196
$9.96K 0.01%
200
-200
197
$9.44K 0.01%
200
-200
198
$9.4K 0.01%
140
+1
199
$8.99K 0.01%
171
200
$8.84K 0.01%
352
6 7
8
9 10