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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$6.69M
2 +$6.3M
3 +$6.11M
4
NTLA icon
Intellia Therapeutics
NTLA
+$5.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.29%
2 Technology 7.51%
3 Financials 7.18%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$35K 0.02%
+539
177
$34K 0.02%
+500
178
$34K 0.02%
+210
179
$33K 0.02%
+250
180
$32K 0.02%
+494
181
$31K 0.02%
+125
182
$31K 0.02%
+740
183
$31K 0.02%
+1,300
184
$30K 0.02%
+500
185
$30K 0.02%
+520
186
$30K 0.02%
+500
187
$29K 0.02%
+550
188
$28K 0.02%
+1,792
189
$28K 0.02%
+1,512
190
$27K 0.02%
+932
191
$26K 0.02%
+110
192
$26K 0.02%
+610
193
$26K 0.02%
+350
194
$25K 0.02%
+630
195
$25K 0.02%
+369
196
$24K 0.01%
+1,000
197
$24K 0.01%
+396
198
$24K 0.01%
+164
199
$23K 0.01%
+494
200
$23K 0.01%
+500