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
$123M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
500
177
$13K 0.01%
200
178
$12K 0.01%
550
179
$12K 0.01%
200
180
$12K 0.01%
470
181
$11K 0.01%
140
182
$11K 0.01%
50
183
$11K 0.01%
1,000
184
$11K 0.01%
427
185
$10K 0.01%
2,578
186
$10K 0.01%
50
187
$9K 0.01%
149
188
$9K 0.01%
195
189
$8K 0.01%
150
190
$8K 0.01%
45
191
$8K 0.01%
500
192
$8K 0.01%
26
193
$8K 0.01%
68
194
$8K 0.01%
100
195
$8K 0.01%
75
196
$8K 0.01%
242
197
$7K 0.01%
50
198
$7K 0.01%
73
199
$7K 0.01%
135
200
$6K ﹤0.01%
35
6 7
8
9 10