EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
1-Year Return
9.57%
This Quarter Return
-10.45%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
-$17M
(-14%)
Cap. Flow
-$3.03M
Cap. Flow
% of AUM
-2.93%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
329
New
39
Increased
45
Reduced
79
Closed
23
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.69M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.54M |
| 3 |
NVIDIA
NVDA
|
$583K |
| 4 |
HDP
Hortonworks, Inc.
HDP
|
$479K |
| 5 |
Halliburton
HAL
|
$381K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.69% |
| 2 | Technology | 11.94% |
| 3 | Financials | 7.54% |
| 4 | Consumer Staples | 5.27% |
| 5 | Consumer Discretionary | 5.11% |
